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David Oliver Lawrence Benson

Elevation Point Wealth Partners, LLC

Minneapolis, MN

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Current Employers
Elevation Point Wealth Partners, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MN RA APPROVED 2021-06-25
  • MN RA
    APPROVED
    Since 2021-06-25

Branch Locations

8500 Normandale Lake Blvd Suite 1900, Minneapolis, MN 55437 • 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
Wells Fargo Bank Edina MN 09/2004 06/2021
Wells Fargo Advisors Llc Edina MN 01/2011 11/2016
Wells Fargo Clearing Services, Llc Edina MN 11/2016 06/2021
Mount Yale Investment Advisors, Llc Minneapolis MN 06/2021 Present
Innovation Partners Llc Cahrlotte NC 06/2023 Present
  • 09/2004 → 06/2021
    Wells Fargo Bank
    Edina, MN
  • 01/2011 → 11/2016
    Wells Fargo Advisors Llc
    Edina, MN
  • 11/2016 → 06/2021
    Wells Fargo Clearing Services, Llc
    Edina, MN
  • 06/2021 → Present
    Mount Yale Investment Advisors, Llc
    Minneapolis, MN
  • 06/2023 → Present
    Innovation Partners Llc
    Cahrlotte, NC
Previous Registrations
  • 2011-01-03 → 2021-07-01
    Wells Fargo Clearing Services, Llc
    Edina, MN
    Wayzata, MN
    Minneapolis, MN
  • 2006-04-25 → 2011-01-03
    Wells Fargo Investments, Llc
    Omaha, NE
    Omaha, NE
    Edina, MN
    Omaha, NE
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2006-04-19
S63 Uniform Securities Agent State Law Examination 2005-04-28
  • S65 Uniform Investment Adviser Law Examination
    2006-04-19
  • S63 Uniform Securities Agent State Law Examination
    2005-04-28
Other Names
  • David Oliver Lawrence Benson
  • David Oliver Lawrence Benson

View on SEC IAPD

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