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235 Montgomery Street Suite 830, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
Branch Locations
235 Montgomery Street Suite 830, San Francisco, CA 94104 • United States
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 |
|---|---|---|---|---|
| Elevate Wealth Management, L.L.C. | San Francisco | CA | 08/2016 | 07/2019 |
| Elevate Capital Management, L.L.C. | San Francisco | CA | 04/2019 | Present |
1) Fourth Pillar, Inc.; investment related: No; Location: 8516 Fruitridge Road, Suite A Sacramento CA 95826 USA; Description: Fourth Pillar is an alternative health products company.; Position Title: CFO; Responsibilities Duties: Jeremy acts as the CFO for the company and is a member of the board of directors; Start date: 2023-03-20; Hours per month during trading hours: 5; Hours per month outside trading hours: 15.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-23 |
| S65 | Uniform Investment Adviser Law Examination | 2004-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-08 |
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