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Michael Rodger Thibodeaux

Elevate Wealth Advisors, LLC

Newport Beach, CA

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Current Employers
Elevate Wealth Advisors, Llc

4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-05
  • CA RA
    APPROVED
    Since 2026-01-05

Branch Locations

4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • 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
Student Fullerton CA 01/2015 05/2021
World Financial Group Brea CA 06/2020 06/2023
Elevate Financial Partners Newport Beach CA 06/2023 Present
Elevate Wealth Advisors, Llc Newport Beach CA 12/2025 Present
  • 01/2015 → 05/2021
    Student
    Fullerton, CA
  • 06/2020 → 06/2023
    World Financial Group
    Brea, CA
  • 06/2023 → Present
    Elevate Financial Partners
    Newport Beach, CA
  • 12/2025 → Present
    Newport Beach, CA
Other Businesses

Elevate Financial Partners; Financial Representative; 6/2023; Newport Beach, CA; financial & insurance services; investment related

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-12-18
  • S65 Uniform Investment Adviser Law Examination
    2025-12-18
Other Names
  • Michael Thibodeaux

View on SEC IAPD

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