This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

SLP WEALTH

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

3

Designations

Certified Financial Planner

Exams

S66

First exam

Jan 8, 2021

First registration

Mar 10, 2021

Dual registered

no

Other names

Jake Courtney

IAPD individual key

7282960

• Occurred

  Dec 31, 2023
  Advisor changed firm

  Jacob Michael Courtney left Millennialfp for Slp Wealth (registered 2023-12-06)

  Form ADVobserved 6 days ago
• Occurred

  Feb 7, 2023
  Advisor changed firm

  Jacob Michael Courtney left Ameriprise Financial Services, Llc for Millennialfp (registered 2023-02-17)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:7bc4ea8e-c1f5-691c-3367-3b8e4adb87c9

First observed

Mar 10, 2021

Last observed

Sep 15, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.