William Lichota

Current Employers

Employment History

• 08/2024 → Present
  Florida Financial Advisors Dba Elevate Financial Planning
  Saint Petersburg, FL
• 08/2006 → 05/2023
  Full-Time Education
  Newington And Tampa, FL
• 01/2019 → 12/2019
  Laz Parking
  Hartford, CT
• 05/2020 → 08/2020
  Amazon
  Windsor, CT
• 09/2020 → 02/2021
  University Of Tampa
  Tampa, FL
• 05/2022 → 08/2022
  Town Of Newington, Ct Parks And Recreation
  Newington, CT
• 12/2017 → Present
  Dream Emporium (Self-Employed)
  Newington And Tampa, FL
• 09/2019 → Present
  Self-Employed
  Newington And Tampa, FL
• 12/2019 → Present
  Uber
  Various, FL
• 08/2024 → Present
  Elevate Financial Planning And Wealth Management
  St. Petersburg, FL
• 09/2006 → 01/2019
  Unemployed (Student)
  Newington, CT

Previous Registrations

• 2024-09-05 → 2024-09-19
  Florida Financial Advisors, Llc
  Saint Petersburg, FL

Other Businesses

Elevate Financial Planning and Wealth Management (DBA Elevate Financial Planning and Wealth Management). Investment Related. Saint Petersburg, FL 33701. Nature of Business: RIA. Position: Financial Consultant. Start Date: 08/2024. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities. Elevate Financial Planning and Wealth Management (DBA Elevate Financial Planning and Wealth Management). Not Investment Related. Saint Petersburg, FL 33701. Nature of Business: Fixed Insurance Sales. Start Date: 08/2024. Hours per Month: 10 hours during trading. Duties: fixed insurance sales Dream Emporium. Non-investment related. Tampa, FL, 33616. Nature of Business: Music Production. Position: Music Producer, Songwriter. Start Date: 12/2017. Hours per Month: 20; 0 during trading hours. Duties: creating music for personal enjoyment and to potentially enter into lease and/or sale agreements with other musical artists. Self-employed trader. Investment related. Tampa, FL, 33616. Nature of Business: trading shares and/or derivatives of equities, commodities, FX, and cryptocurrencies through personal brokerage accounts. Position: Trader. Start Date: 9/2019. Hours per Month: 70; 70 during trading hours. Duties: applying fundamental macroeconomic and financial analysis, automating risk management, and capturing market movements across timeframes by developing algorithmic momentum-based trading strategies employing artificial intelligence Uber Eats driver. Non-investment related. Tampa, FL, 33616. Nature of Business: Food delivery. Position: Driver. Start Date: 12/2019. Hours per Month: 40; 0 during trading hours. Duties: Delivering food to customers.

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-08-15

Other Names

• Billy Lichota