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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2025-06-19 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508 • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Lafayette | LA | 12/2004 | 06/2025 |
| Elevation Point Wealth Partners, Llc | Lafayette | LA | 06/2025 | Present |
Linmar LLC Ms. Malin is a Partner in Linmar LLC, located at located at 307 Beverly Road, Lafayette, LA 70503. This activity began in March 2001. The LLC holds a condo for liability purposes, and this activity is considered investment-related. Her duties involve filing an annual report and paying a renewal fee. She devotes less than 1 hour per month to this activity, with 0 hours spent during securities trading. Carlin America - Royalty Recipient Ms. Malin passively receives royalty checks from Carlin America, a music publishing company located at 126 East 38th Street, New York, NY 10016. This activity began in September 2016 and is not considered investment-related. She has no active duties and devotes 0 hours per month to this activity. Alfred Music - Royalty Recipient Ms. Malin passively receives royalty checks from Alfred Music, a music publishing company located at P.O. Box 10003, Van Nuys, CA 91410, from her deceased grandfather's music royalties. This activity began in September 2016 and is not considered investment-related. She has no active duties and devotes 0 hours per month to this activity. Interior Design Activity This is a non-investment-related interior design activity located at 307 Beverly Road, Lafayette, LA 70503. The activity began in January 2001. Ms. Malin has no duties, receives no compensation, and devotes 0 hours per month to this activity. International Women's Forum - Louisiana Chapter Ms. Malin serves as a board member for the Louisiana Chapter of the International Women's Forum, a civic organization located at 801 1st Avenue, New York, NY 10017. This non-investment-related activity began in January 2023. Her duties involve developing activities to foster women's leadership. She devotes approximately one hour per month during securities trading hours and is not compensated for this role. Connections for Women Ms. Malin is a member of Connections for Women, a business networking group located at P.O. Box 51463, Lafayette, LA 70505. She joined in 2023. This activity is not investment-related. The group meets monthly for a networking luncheon, which does not require time away from the office during trading hours. She has no specific responsibilities and receives no compensation. Healing House of Lafayette - Charitable Fundraising Ms. Malin participates in a non-investment-related charitable fundraising activity for the Healing House of Lafayette, located at 160 S. Beadle Road, Lafayette, LA 70508. Each year during the Christmas season, she sells hot chocolate to raise money for the organization. The activity involves no time during trading hours and she receives no compensation.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-12-17 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-03 |
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