Storm Francis Benson

Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2021 → 06/2022
  Florida Financial Advisors
  Tampa, FL
• 01/2020 → 08/2021
  Railroad Square Craft House
  Tallahassee, FL
• 08/2019 → 10/2020
  Tally Thai And Sushi
  Tallahassee, FL
• 06/2019 → 08/2019
  Shb Financial Group
  New York, NY
• 09/2018 → 06/2019
  Tallahassee Wholesale Direct
  Tallahassee, FL
• 08/2017 → 09/2018
  Florida State University
  Tallahassee, FL
• 08/2016 → 08/2017
  University Of Central Florida
  Orlando, FL
• 03/2022 → 06/2022
  Trinity Wealth Securities, Llc
  Tampa, FL
• 01/2025 → Present
  Elevate Financial Planning And Wealth Management Llc
  St. Petersburg, FL
• 06/2022 → 01/2025
  Unemployed
  Tampa, FL

Previous Registrations

• 2022-02-22 → 2022-06-10
  Florida Financial Advisors, Llc
  Tampa, FL

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-01-06