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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-02 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach | FL | 09/2010 | 09/2025 |
| Elevation Point Wealth Partners, Llc | Tequesta | FL | 09/2025 | Present |
1) Elevation Point Wealth Partners, LLC DBA Loxahatchee Capital SPV, LLC. Investment-related. At registered location. RIA. Managimg Partner. Start date: 09/2025. 200 hrs/month; 160 during trading hours. Manage the business, oversee operations as well as client interactions. 2) Fixed Insurance. Investment-related. At registered location. Fixed / Traditional Insurance. Agent. Start date: 09/2025. 1 hrs/month all during trading hours. Sales of fixed / traditional insurance products.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-28 |
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