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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-01-15 |
| TX | RA | APPROVED | 2025-12-08 |
| TN | RA | APPROVED | 2025-08-25 |
| SC | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2024-10-23 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Rd Suite 380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management Llc | Chattanooga | TN | 08/2024 | Present |
| Student | Boise | ID | 08/2016 | 08/2017 |
| U.S. Army | Fort Campbell | KY | 09/2017 | 01/2022 |
| Unemployed | Nashville | TN | 01/2022 | 08/2022 |
| Student | Nashville | TN | 08/2022 | 05/2024 |
| Hm Inventories | Nashville | TN | 07/2023 | 08/2024 |
| Elevate Insurance Agency Services Llc | Chattanooga | TN | 08/2024 | Present |
Elevate Insurance Agency Services LLC. Investment Related. Chattanooga, TN. Fixed Insurance Sales-Life, Variable Annuity & Health. Financial Consultant. 8/2024. Hours per Month: 160 hours of which 160 hours are during trading. Duties: fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-09-26 |
| S65 | Uniform Investment Adviser Law Examination | 2024-08-16 |
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