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Inactive

Samara Hanson Velloo

Elevation Wealth Partners, LLC

Walnut Creek, CA

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Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-04-10
  • CA RA
    APPROVED
    Since 2026-04-10

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • 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
Global Retirement Partners San Rafael CA 09/2019 07/2025
Blasingame Family Novato CA 07/2014 09/2019
Sonoma State University Rohnert Park CA 07/2012 11/2019
Lpl Financial Llc San Rafael CA 05/2024 07/2025
Global Retirement Partners, Llc San Rafael CA 10/2024 07/2025
Morgan Stanley Santa Rosa CA 07/2025 Present
  • 09/2019 → 07/2025
    Global Retirement Partners
    San Rafael, CA
  • 07/2014 → 09/2019
    Blasingame Family
    Novato, CA
  • 07/2012 → 11/2019
    Sonoma State University
    Rohnert Park, CA
  • 05/2024 → 07/2025
    Lpl Financial Llc
    San Rafael, CA
  • 10/2024 → 07/2025
    Global Retirement Partners, Llc
    San Rafael, CA
  • 07/2025 → Present
    Morgan Stanley
    Santa Rosa, CA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-08-27
  • S66 Uniform Combined State Law Examination
    2024-08-27
Other Names
  • Sumara Velloo

View on SEC IAPD

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Annie Claire Klopstock
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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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