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Inactive

Dante Rubino

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2026-01-26
NC RA APPROVED 2025-12-08
TX RA APPROVED 2025-08-24
FL RA APPROVED 2024-11-07
  • AL RA
    APPROVED
    Since 2026-01-26
  • NC RA
    APPROVED
    Since 2025-12-08
  • TX RA
    APPROVED
    Since 2025-08-24
  • FL RA
    APPROVED
    Since 2024-11-07

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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
Elevate Financial Planning And Wealth Management St. Petersburg FL 09/2024 Present
Town Of Windsor Windsor CT 05/2024 08/2024
Mathnasium St Petersburg FL 10/2022 05/2024
University Of South Florida St Petersburg FL 06/2023 12/2023
University Of South Florida St Petersburg FL 06/2020 05/2024
Full Time Student Windsor CT 08/2004 06/2020
  • 09/2024 → Present
    Elevate Financial Planning And Wealth Management
    St. Petersburg, FL
  • 05/2024 → 08/2024
    Town Of Windsor
    Windsor, CT
  • 10/2022 → 05/2024
    Mathnasium
    St Petersburg, FL
  • 06/2023 → 12/2023
    University Of South Florida
    St Petersburg, FL
  • 06/2020 → 05/2024
    University Of South Florida
    St Petersburg, FL
  • 08/2004 → 06/2020
    Full Time Student
    Windsor, CT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-09-18
  • S65 Uniform Investment Adviser Law Examination
    2024-09-18

View on SEC IAPD

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