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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Lafayette | LA | 11/2012 | 06/2025 |
| Elevation Point Wealth Partners, Llc | Lafayette | LA | 06/2025 | Present |
| Purshe Kaplan Sterling Investment | Albany | NY | 06/2025 | Present |
1. Elevation Point Wealth Partners DBA Family office Partners. Investment Related. At Registered Location. RIA. Admin. 06/2025. 160.160. Admin duties.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-20 |
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