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880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2025-09-23 |
| TX | RA | APPROVED | 2025-09-22 |
Branch Locations
117 E Main St Ste F200, Payson, AZ 85541 • United States
3651 E Baseline Rd Ste E203, Gilbert, AZ 85234 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | San Diego | CA | 07/2013 | 09/2025 |
| Kevin Dick Investment Management Group | Payson | AZ | 06/2013 | 01/2024 |
| Elevated Wealth Management Group | Payson | AZ | 01/2024 | Present |
| Raymond James Financial Services, Inc. | Payson | AZ | 09/2025 | Present |
| Raymond James Financial Services Advisors, Inc. | Payson | AZ | 09/2025 | Present |
Elevated Wealth Management Group; not investment related; Payson, AR; DBA/support company; Advisor; Started 01/2024; 0hrs/month; 0hrs/month during trading hours; Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-08-10 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-13 |
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