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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2026-03-10
AL RA APPROVED 2026-01-27
CA RA APPROVED 2026-01-15
PA RA APPROVED 2025-06-03
SC RA APPROVED 2025-05-16
TX RA APPROVED 2025-01-31
GA RA APPROVED 2025-01-30
LA RA APPROVED 2024-10-23
NC RA APPROVED 2024-10-21
FL RA APPROVED 2024-08-29
  • VA RA
    APPROVED
    Since 2026-03-10
  • AL RA
    APPROVED
    Since 2026-01-27
  • CA RA
    APPROVED
    Since 2026-01-15
  • PA RA
    APPROVED
    Since 2025-06-03
  • SC RA
    APPROVED
    Since 2025-05-16
  • TX RA
    APPROVED
    Since 2025-01-31
  • GA RA
    APPROVED
    Since 2025-01-30
  • LA RA
    APPROVED
    Since 2024-10-23
  • NC RA
    APPROVED
    Since 2024-10-21
  • FL RA
    APPROVED
    Since 2024-08-29

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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
Trinity Wealth Securities L.L.C Tampa FL 05/2020 Present
Fitness Center At The University Of Tampa Tampa FL 01/2019 12/2019
The University Of Tampa Tampa FL 08/2016 05/2020
Bay Terrace Pool And Tennis Center Bayside NY 04/2017 08/2017
Bay Terrace Pool And Tennis Center Bayside NY 04/2018 08/2018
Delaware North Company - Café Centro Manhatten NY 05/2019 08/2019
Florida Financial Advisors Tampa FL 08/2020 10/2023
Ffa Dba Elevate Financial Planning & Wealth Management St. Petersburg FL 10/2023 09/2024
Elevate Financial Planning And Wealth Management St. Petersburg FL 09/2023 Present
Florida Financial Insurance, Llc St. Petersburg FL 05/2020 Present
Elevate Insurance Agency Services Llc St. Petersburg FL 10/2023 Present
  • 05/2020 → Present
    Trinity Wealth Securities L.L.C
    Tampa, FL
  • 01/2019 → 12/2019
    Fitness Center At The University Of Tampa
    Tampa, FL
  • 08/2016 → 05/2020
    The University Of Tampa
    Tampa, FL
  • 04/2017 → 08/2017
    Bay Terrace Pool And Tennis Center
    Bayside, NY
  • 04/2018 → 08/2018
    Bay Terrace Pool And Tennis Center
    Bayside, NY
  • 05/2019 → 08/2019
    Delaware North Company - Café Centro
    Manhatten, NY
  • 08/2020 → 10/2023
    Florida Financial Advisors
    Tampa, FL
  • 10/2023 → 09/2024
    Ffa Dba Elevate Financial Planning & Wealth Management
    St. Petersburg, FL
  • 09/2023 → Present
    St. Petersburg, FL
  • 05/2020 → Present
    Florida Financial Insurance, Llc
    St. Petersburg, FL
  • 10/2023 → Present
    Elevate Insurance Agency Services Llc
    St. Petersburg, FL
Previous Registrations
Other Businesses

1. Trinity Wealth Securities. Investment Related. St. Petersburg, FL. Nature of Business: Securities Sales. Position: Registered Representative. Start Date: 10/2023. Hours per Month: 30 of which 25 hours are during trading hours. Securities Related Activities. 2. Florida Financial Insurance DBA Elevate Financial Planning & Wealth Management. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. 10/2023. Hours per Month: 6 of which 5 hours are during trading. Duties: fixed insurance sales. 3. Elevate Insurance Agency Services LLC. Not Investment Related. St. Petersburg, FL. Fixed Insurance Sales. Managing Partner. 10/2023. Hours per Month: 60 hours of which 50 hours are during trading. Duties: fixed insurance sales.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-08-14
  • S65 Uniform Investment Adviser Law Examination
    2020-08-14

View on SEC IAPD

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