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West Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-20 |
| FL | RA | APPROVED | 2023-05-23 |
| NY | RA | APPROVED | 2023-05-15 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Melville | NY | 03/2014 | 05/2023 |
| Bank Of America, N.A. | Melville | NY | 05/2014 | 05/2023 |
| Elevation Wealth Partners Llc | Singer Island | FL | 05/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Albany | NY | 05/2023 | Present |
1) Robert Monahan is dually-registered as an Investment Advisor Representative with Elevation Wealth Partners LLC ("Elevation Wealth" since 05/2023) and as a Registered Representative with Purshe Kaplan Sterling Investments, Inc. ("PKS" since 05/2023). Business is conducted from 5420 North Ocean Drive, West Palm Beach, FL 33404. Approximately 90% of Robert Monahan's time is for services as an Investment Advisor Representative of Elevation Wealth and the balance as a Registered Representative of PKS. 2. PKSF. Investment related. At registered location. Fixed/traditional insurance. Agent. 04/2023. 10 hours/month all during trading hours. Provides insurance advice based on the needs of clients. 3. Fixed Insurance. Investment related. At registered location. Fixed/traditional insurance. Agent. 04/2023. 10 hours/month all during trading hours. Provides insurance advice based on the needs of clients.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-14 |
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