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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| SC | RA | APPROVED | 2025-12-10 |
| GA | RA | APPROVED | 2025-10-01 |
| TN | RA | APPROVED | 2025-09-16 |
| NC | RA | APPROVED | 2025-08-28 |
| TX | RA | APPROVED | 2025-08-23 |
| FL | RA | APPROVED | 2025-03-18 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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 |
|---|---|---|---|---|
| Florida Financial Advisors | Tampa | FL | 11/2021 | 06/2022 |
| Railroad Square Craft House | Tallahassee | FL | 01/2020 | 08/2021 |
| Tally Thai And Sushi | Tallahassee | FL | 08/2019 | 10/2020 |
| Shb Financial Group | New York | NY | 06/2019 | 08/2019 |
| Tallahassee Wholesale Direct | Tallahassee | FL | 09/2018 | 06/2019 |
| Florida State University | Tallahassee | FL | 08/2017 | 09/2018 |
| University Of Central Florida | Orlando | FL | 08/2016 | 08/2017 |
| Trinity Wealth Securities, Llc | Tampa | FL | 03/2022 | 06/2022 |
| Elevate Financial Planning And Wealth Management Llc | St. Petersburg | FL | 01/2025 | Present |
| Unemployed | Tampa | FL | 06/2022 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
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