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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
| 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 | 05/2011 | 09/2025 |
| Purshe Kaplan Sterling Investments | Albany | NY | 09/2025 | Present |
| Elevation Point Wealth Partners, Llc Dba Loxahatchee Capital | Tequesta | FL | 09/2025 | Present |
1.) Elevation Point Wealth Partners, LLC DBA Loxahatchee Capital. Investment Related. At Registered Location. RIA. IAR. 9/2025. 40. 40. Partner, Investment Committee member, senior portfolio manager. 2.) Fixed Insurance. Investment Related. At Registered Location. Fixed/Traditional Insurance. Agent. 9/2025. 1. 1. Provide insurance advice based on the needs of client(s).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-15 |
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