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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
AL RA APPROVED 2026-01-26
NC RA APPROVED 2025-08-21
TX RA APPROVED 2025-08-21
FL RA APPROVED 2024-11-07
  • AL RA
    APPROVED
    Since 2026-01-26
  • NC RA
    APPROVED
    Since 2025-08-21
  • TX RA
    APPROVED
    Since 2025-08-21
  • FL RA
    APPROVED
    Since 2024-11-07

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
Florida Financial Advisors Dba Elevate Financial Planning Saint Petersburg FL 07/2024 Present
The Retirement Planners Pensacola FL 05/2021 11/2023
Hardee's Pace FL 06/2018 05/2021
Winn-Dixie Pace FL 01/2018 08/2018
University Of West Florida Pensacola FL 01/2022 05/2024
Pensacola State College Pensacola FL 08/2019 12/2021
Pace High School Pace FL 08/2015 05/2019
Myfundedfutures Frisco TX 02/2026 Present
  • 07/2024 → Present
    Florida Financial Advisors Dba Elevate Financial Planning
    Saint Petersburg, FL
  • 05/2021 → 11/2023
    The Retirement Planners
    Pensacola, FL
  • 06/2018 → 05/2021
    Hardee's
    Pace, FL
  • 01/2018 → 08/2018
    Winn-Dixie
    Pace, FL
  • 01/2022 → 05/2024
    University Of West Florida
    Pensacola, FL
  • 08/2019 → 12/2021
    Pensacola State College
    Pensacola, FL
  • 08/2015 → 05/2019
    Pace High School
    Pace, FL
  • 02/2026 → Present
    Myfundedfutures
    Frisco, TX
Previous Registrations
Other Businesses

MyFundedFutures; Investment-Related; Frisco, TX; Proprietary Futures Trading; Trader; 2/23/2026; 64 hrs/mo; 0 hrs/mo during securities trading hours; Duties include executing futures trading strategies in a proprietary trading account provided by MyFundedFutures, subject to their risk parameters and pro t-sharing arrangement.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01

View on SEC IAPD

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