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Daniel F Emerson

Elevation Point Wealth Partners, LLC

Windermere, FL

Alpharetta, GA

Denver, CO

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Current Employers
Elevation Point Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-13
GA RA APPROVED 2026-01-12
TX RA APPROVED 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-13
  • GA RA
    APPROVED
    Since 2026-01-12
  • TX RA
    APPROVED
    Since 2026-01-09

Branch Locations

Windermere, FL • United States

6230 Avalon Boulevard, Alpharetta, GA 30009 • United States

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

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner And Smith The Villages FL 07/2011 10/2019
Bank Of America, N.A. The Villages FL 11/2011 10/2019
Ubs Financial Services Inc Atlanta GA 10/2019 01/2026
Elevation Point Wealth Partners, Llc Alpharetta GA 01/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-10-11
  • S66 Uniform Combined State Law Examination
    2011-10-11
Designations
Other Names
  • Daniel Francis Emerson

View on SEC IAPD

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