Inactive

Tracey Lorraine Trapani

Elevation Point Wealth Partners, LLC

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Current Employers

Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2024-09-06

GA RA
APPROVED

Since 2024-09-06

Branch Locations

6230 Avalon Boulevard, Alpharetta, GA 30009 • 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

Organization	City	State	From	To
Ubs Financial Services Inc.	Atlanta	GA	01/2014	08/2024
Elevation Point Wealth Partners	Alpharetta	GA	09/2024	Present

01/2014 → 08/2024

Ubs Financial Services Inc.

Atlanta, GA
09/2024 → Present

Elevation Point Wealth Partners

Alpharetta, GA

Previous Registrations

2012-07-10 → 2024-09-09

Ubs Financial Services Inc.

Boca Raton, FL

Palm Beach Gardens, FL

Atlanta, GA
2004-01-05 → 2012-06-27

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Stuart, FL

Palm Beach, FL

Palm Beach Gardens, FL

Palm Beach, FL

Miami, FL

Guaynabo, PR

Charlotte Amalie, VI

Palm Beach, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2003-09-22

S66 Uniform Combined State Law Examination

2003-09-22

Other Names

Tracey L Trapani

View on SEC IAPD

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PAUL FRANCIS SHAUGHNESSY

BRENDAN HUGH KEELAN

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RHEANNON LEA BODDIE

VENZON VICENCIO AROMIN

WILLIAM CLAY TUCKER

Other Offices

MRP CAPITAL INVESTMENTS, LLC · ALPHARETTA, GA

NEW EDGE WEALTH · Alpharetta, GA

COMMONWEALTH FINANCIAL NETWORK · Alpharetta, GA

SEQUENT PLANNING, LLC · ALPHARETTA, GA

BROOKSTONE WEALTH ADVISORS, LLC · Alphretta, GA

SEQUENT PLANNING, LLC · ALPHARETTA, GA

LADENBURG THALMANN ASSET MANAGEMENT INC · Norcross, GA

CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · ALPHARETTA, GA

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