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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2022-01-11 |
Branch Locations
5619 Dtc Pkwy Suite 800, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenwood Village | CO | 01/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenwood Village | CO | 11/2016 | 07/2021 |
| Raymond James Financial Services Advisors | Greenwood Village | CO | 01/2022 | Present |
| Raymond James Financial Services | Greenwood Village | CO | 01/2022 | Present |
| Crux Wealth Advisors | Greenwood Village | CO | 01/2022 | 05/2024 |
| Alex Kuskin Dba | Denver | CO | 01/1999 | Present |
| Phillip Sheridan Investment Management Llc | Greenwood Village | CO | 06/2022 | 08/2024 |
(1)Name of Business: Elevation Wealth Partners, LLC Address: 5251 Dtc Pkwy, Greenwood Village, CO, 80111-2771, United States Activity Type: Support Company - Non Owner Position/Title: Associate/Employee Investment Related: No Start Date: 08/01/2024 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 21-40 Description of duties: Attend annual meetings and other meetings scheduled during the year. When needed cast vote at meetings as a member of the LLC. Provide input and feedback relating to short term operations and long term health of the LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-24 |
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