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Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
LA RA APPROVED 2025-06-30
TX RA APPROVED_RES 2025-06-19
  • LA RA
    APPROVED
    Since 2025-06-30
  • TX RA
    APPROVED_RES
    Since 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

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 No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ubs Financial Services Inc. Lafayette LA 12/2004 06/2025
Elevation Point Wealth Partners, Llc Lafayette LA 06/2025 Present
Previous Registrations
Other Businesses

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.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-12-17
S63 Uniform Securities Agent State Law Examination 1989-11-03
  • S65 Uniform Investment Adviser Law Examination
    1997-12-17
  • S63 Uniform Securities Agent State Law Examination
    1989-11-03
Designations
Other Names
  • Linda Malin Roy

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