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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-06 |
| GA | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-08-24 |
| TN | RA | APPROVED | 2024-12-17 |
| FL | RA | APPROVED | 2024-11-05 |
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 | Chattanooga | TN | 10/2024 | Present |
| University Of Kentucky | Lexington | KY | 05/2019 | 12/2023 |
| Ensworth High School | Nashville | TN | 08/2015 | 05/2019 |
| Dicks Sporting Goods | Lexington | KY | 05/2021 | 07/2021 |
| Brad H. Cox Racing | Lexington | KY | 05/2022 | 07/2022 |
| Jewish Community Center | Nashville | TN | 05/2017 | 07/2017 |
| Unemployed | Nashville | TN | 01/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-17 |
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