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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 2025-07-28
  • LA RA
    APPROVED
    Since 2025-07-28

Branch Locations

2000 Kaliste Saloom Road Suite 100, Lafayette, LA 70508 • United States

1580 Lincoln Street Suite 680, Denver, CO 80203 • 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
The Robinson Investment Group, Llc Lafayette LA 01/2008 07/2025
Oneamerica Securities Lafayette LA 05/2010 06/2018
Brookstone Capital Management Wheaton IL 06/2018 07/2025
Elevation Point Wealth Partners, Llc Lafayette LA 07/2025 Present
  • 01/2008 → 07/2025
    The Robinson Investment Group, Llc
    Lafayette, LA
  • 05/2010 → 06/2018
    Oneamerica Securities
    Lafayette, LA
  • 06/2018 → 07/2025
    Brookstone Capital Management
    Wheaton, IL
  • 07/2025 → Present
    Lafayette, LA
Previous Registrations
Other Businesses

1. Sale of non-variable insurance products (fixed life, fixed annuities, health). Investment-related: Yes. Position: Agent. Start Date: 07/2025. Address: 2000 Kaliste Saloom Road, Suite 100, Lafayette, LA 70508. Time: Approx. 32 hours per month, with approximately 8 hours per week occurring during securities trading hours. Duties include meeting with clients, preparing insurance quotes, completing applications, and servicing existing insurance policies. 2. Board Member for the Acadiana Community Tennis Association. Investment-related: No. Address: 120 Kings Cove Cir, Lafayette, LA 70508. Nature: 501(c)(3) non-profit organization. Time: Approx. 1-2 hours per month, all outside of securities trading hours. This is an uncompensated volunteer role with advisory duties.

View on SEC IAPD

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