Best Investors
Account
Sign in
Best Investors
Account
Sign in
8832 Blakeney Professional Dr. Suite 301, Charlotte, NC 28277 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APP_PEND_IARCE | 2026-01-01 |
| SC | RA | APP_PEND_IARCE | 2026-01-01 |
| VA | RA | APPROVED | 2021-10-29 |
| NC | RA | APPROVED | 2017-03-08 |
Branch Locations
8832 Blakeney Professional Dr. Suite 301, Charlotte, NC 28277 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Performance Investment Group, Llc | Charlotte | NC | 12/2015 | Present |
| Elevated Financial & Tax, Llc | Charlotte | NC | 01/2015 | Present |
| Gradient Investments, Llc | Arden Hills | MN | 03/2017 | 12/2023 |
| Rick Barnett Financial Group Inc. Dba Barnett Financial & Tax, | Grand Blanc | MI | 08/2015 | 09/2018 |
| Foundations Investment Advisors, Llc | Scottsdale | AZ | 11/2018 | Present |
| Elevated Financial & Tax Services Llc | Charlotte | NC | 06/2020 | Present |
Elevated Financial & Tax, LLC; not investment related; Charlotte, NC; tax preparation; CEO; started 01/2015; approximately 25% of time. Foundations Investment Advisors, LLC; Scottsdale, AZ; 8/2018; refer clients for business according to solicitor's agreement. Elevated Financial & Tax Services LLC; investment related; Charlotte, NC; CEO; started 06/2020; approximately 25% of time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-18 |
Reach out to this advisor