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Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-05

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • 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
John Cordeiro Napa CA 02/2015 04/2022
Lpl Financial, Llc St Helena CA 07/2015 02/2025
Financial Advocates Investment Management Napa CA 03/2016 04/2022
Wealth Enhancement Group St Helena CA 04/2022 02/2025
Wealth Enhancment Advisory Services St Helena CA 04/2022 02/2025
Wealth Enhancement Brokerage Services St Helena CA 04/2022 02/2025
Elevation Wealth Partners, Llc Santa Rosa CA 03/2025 Present
  • 02/2015 → 04/2022
    John Cordeiro
    Napa, CA
  • 07/2015 → 02/2025
    Lpl Financial, Llc
    St Helena, CA
  • 03/2016 → 04/2022
    Financial Advocates Investment Management
    Napa, CA
  • 04/2022 → 02/2025
    Wealth Enhancement Group
    St Helena, CA
  • 04/2022 → 02/2025
    Wealth Enhancment Advisory Services
    St Helena, CA
  • 04/2022 → 02/2025
    Wealth Enhancement Brokerage Services
    St Helena, CA
  • 03/2025 → Present
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-01
  • S66 Uniform Combined State Law Examination
    2016-03-01
Designations
Other Names
  • Devin Wray Buffington

View on SEC IAPD

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