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Jeffery Deloy Powell

Elevage Partners, LLC

Reno, NV

Reno, NV

CRD 1805180

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Employer firm

Elevage Partners, LLC CRD 158386

$155M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers
Elevage Partners, Llc

5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States

Current Registrations

AuthorityCategoryStatusDate
NV RA APPROVED 2024-07-15
TX RA APPROVED_RES 2018-11-30
  • NV RA
    APPROVED
    Since 2024-07-15
  • TX RA
    APPROVED_RES
    Since 2018-11-30

Branch Locations

5470 Kietzke Lane Suite 300, Reno, NV 89511 • United States

Reno, NV • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevage Partners, Llc Napa CA 01/2011 Present
Previous Registrations
  • 2011-09-29 → 2016-12-31
    Napa, CA
  • 2009-01-23 → 2010-07-02
    Securities America Advisors, Inc.
    Lavista, NE
  • 2005-01-05 → 2009-01-23
    Brecek & Young Advisors, Inc.
    Napa, CA
    Folsom, CA
    Napa, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-12-23
S63 Uniform Securities Agent State Law Examination 1988-03-10
  • S65 Uniform Investment Adviser Law Examination
    2004-12-23
  • S63 Uniform Securities Agent State Law Examination
    1988-03-10

View on SEC IAPD

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