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Clayton Barrington Earle

Elevate Wealth Management, L.L.C.

San Francisco, CA

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Current Employers
Elevate Wealth Management, L.L.C.

San Francisco, CA • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED 2017-06-07
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED
    Since 2017-06-07

Branch Locations

San Francisco, CA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Neuspera Medical San Jose CA 01/2016 Present
Elevate Wealth Management, L.L.C. San Francisco CA 02/2017 Present
Previous Registrations
  • 2002-09-23 → 2002-11-06
    Wipfli Financial Advisors, Llc
    Redwood City, CA
Other Businesses

Independent Financial consultant. Substitute Teacher. Own and am president of an S-Corp with no current operating assets or business.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-05-03
S66 Uniform Combined State Law Examination 2006-12-27
S63 Uniform Securities Agent State Law Examination 1994-09-16
  • S65 Uniform Investment Adviser Law Examination
    2017-05-03
  • S66 Uniform Combined State Law Examination
    2006-12-27
  • S63 Uniform Securities Agent State Law Examination
    1994-09-16

View on SEC IAPD

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