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St Petersburg, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-04-11 |
| FL | RA | APPROVED | 2023-09-28 |
Branch Locations
St Petersburg, FL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors, Llc | Naperville | IL | 03/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Naperville | IL | 11/2016 | 04/2021 |
| Iht Wealth Management Llc | Chicago | IL | 04/2021 | 10/2023 |
| Rise Financial Partners Llc | St Petersburg | FL | 10/2023 | Present |
CLASSICO ITALIAN CHOPHOUSE SARASOTA FL RESTAURANT SINCE 06/2021 SERVER/BARTENDER 15 HRS PER WEEK NOT INVESTMENT RELATED Plan Wealth Creative LLC; not investment related; 1680 Fruitville Road Suite 509 Sarasota FL 34236; entity that ONLY receives payouts for investment advising activities through Rise Financial Partners NO PRODUCTS OR SERVICES OF ANY KIND are offered through Plan Wealth Creative LLC; Founder and CEO; since 10/28/22; 0 hours/ month devoted to this business; 0 hours devoted to this business during trade hours; duties relating to this business are strictly administrative as this entity only exists for the purpose of receiving payouts from Rise Financial Partners
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-25 |
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