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Brian James Rosso

Elevate Wealth Advisory, Inc.

Athens, GA

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Current Employers
Elevate Wealth Advisory, Inc.

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-06-14
  • GA RA
    APPROVED
    Since 2023-06-14

Branch Locations

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • 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
Stadion Money Management Watkinsville GA 10/2014 03/2023
Elevate Wealth Advisory, Inc. Athens GA 04/2023 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2015-02-02
  • S65 Uniform Investment Adviser Law Examination
    2015-02-02
Designations
Other Names
  • Brian J Rosso

View on SEC IAPD

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Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
KINGSWOOD WEALTH ADVISORS, LLC · Athens, GA

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