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4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-05 |
Branch Locations
4675 Macarthur Court Suite 1430, Newport Beach, CA 92660 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
Elevate Financial Partners; Financial Representative; 6/2023; Newport Beach, CA; financial & insurance services; investment related
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
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