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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
6230 Avalon Boulevard, Alpharetta, GA 30009 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Atlanta | GA | 06/2012 | 12/2019 |
| Bank Of America, N.A. | Atlanta | GA | 01/2013 | 12/2019 |
| Ubs Financial Services Inc. | Atlanta | GA | 12/2019 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 01/2026 | Present |
For profit or not for profit: Not for-profit Name of outside business organization: Financial Planning Association (FPA) of Georgia Investment related: N Address of business: 2886 Sandy Plains Road Unit 669033 Marietta, GA 30066 Nature of business: Professional Organization Position: Pro Bono Director Start date of relationship: 10/10/2025 Number of hours devoted: 1 hour(s) Annually Number of hours devoted during trading hours: 0 Duties: Pro Bono Director For profit or not for profit: For-Profit Name of outside business organization: Rental Property Investment related: Y Address of business: 732 Hillpine Dr NE, Atlanta, GA 30306 Nature of business: Real Estate Position: Co-Owner Start date of relationship: 08/06/2025 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Co-manage rental property with spouse.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-24 |
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