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Current Employers
Elevation Point Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-29
  • TX RA
    APPROVED
    Since 2026-06-29

Branch Locations

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

2229 San Felipe Street Suite 1350, Houston, TX 77019 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Lpl Financial, Llc Houston TX 07/2003 09/2023
Intrua Financial Houston TX 10/2015 09/2023
Intrua Advisory Group Llc (Dba: Cogent Advisory Group Llc) Houston TX 11/2018 09/2023
Inscription Capital, Llc Houston TX 09/2023 Present
Pks Investments Albany NY 11/2023 Present
Elevation Point Wealth Partners, Llc Houston TX 06/2026 Present
Previous Registrations
Other Businesses

1. Inscription Capital. Investment Related. At Registered Location. RIA. IAR/Managing Director. 9/25/2023. 120 hrs/month with 100 during trading hours. Monitor client accounts, review holdings, perform client reviews. 2. Fixed Insurance. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 3. PKSF. Investment Related. At Registered Location. Independent Insurance Agency. Agent. Fixed/traditional insurance. 9/25/2023. 2 hrs/month with 2 during trading hours. Provide insurance advice based on the needs of clients. 4. Trotter YMCA. Not Investment Related. 1331 Augusta Drive Houston, Texas 77057. Charitable or Non-Profit Organization. Board Member. 2/2014. 4 hrs/month with 1 during trading hours. Assist in board activities and help with overall board strategy.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-07-19
  • S66 Uniform Combined State Law Examination
    2003-07-19

View on SEC IAPD

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