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Current Employers
Elevated Capital Advisors, Llc

11925 South 700 East, Draper, UT 84020 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-01-01
TX RA APPROVED_RES 2020-11-30
  • CA RA
    APPROVED
    Since 2025-01-01
  • TX RA
    APPROVED_RES
    Since 2020-11-30

Branch Locations

Murrieta, CA • United States

11925 South 700 East, Draper, UT 84020 • 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
Strategy Wealth Managment Downey CA 01/2014 03/2017
Regulus, Llc Kentwood MI 02/2014 11/2020
Regal Investment Advisors Kentwood MI 01/2015 11/2020
Elevated Capital Advisors, Llc Sandy UT 11/2020 Present
Chirho Financial Solutions Murrieta CA 03/2017 Present
  • 01/2014 → 03/2017
    Strategy Wealth Managment
    Downey, CA
  • 02/2014 → 11/2020
    Regulus, Llc
    Kentwood, MI
  • 01/2015 → 11/2020
    Regal Investment Advisors
    Kentwood, MI
  • 11/2020 → Present
    Sandy, UT
  • 03/2017 → Present
    Chirho Financial Solutions
    Murrieta, CA
Previous Registrations
  • 2015-01-02 → 2020-12-02
    Downey, CA
    Kentwood, MI
    Murrieta, CA
  • 2014-03-18 → 2014-12-31
    Bright Owl Investment Advisors
    Downey, CA
    Kentwood, MI
  • 2013-08-01 → 2014-02-18
    Downey, CA
    Anaheim, CA
  • 2012-03-15 → 2013-07-23
    Glendale, CA
    Baldwin Park, CA
    El Monte, CA
    Alhambra, CA
    New York, NY
    Alhambra, CA
    Santa Clarita, CA
  • 2011-07-19 → 2012-02-16
    Bancwest Investment Services, Inc.
    Pasadena, CA
    Sierra Madre, CA
    Salt Lake City, UT
    City Of Industry, CA
    Pasadena, CA
  • 2011-05-24 → 2011-07-20
    Chase Investment Services Corp.
    Los Alamitos, CA
  • 2009-05-02 → 2010-07-07
    Chase Investment Services Corp.
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
  • 2008-12-01 → 2009-05-02
    Wamu Investments, Inc.
    Los Angeles, CA
    Los Angeles, CA
    Beverly Hills, CA
    Los Angeles, CA
    Los Angeles, CA
    Los Angeles, CA
    Beverly Hills, CA
Other Businesses

Chirho Financial solutions, INSURANCE AGENT and financial Advisement,SELL FIXED INSURANCE and also provide financial planning services. 40 hours per week. Home office located at 37880 Honey Pine Rd., Murrieta, CA 92563.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-11-26
S63 Uniform Securities Agent State Law Examination 2003-10-14
  • S65 Uniform Investment Adviser Law Examination
    2008-11-26
  • S63 Uniform Securities Agent State Law Examination
    2003-10-14

View on SEC IAPD

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