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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-07 |
| TN | RA | APPROVED | 2025-08-25 |
| SC | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2025-01-29 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Saint Petersburg | FL | 01/2025 | Present |
| Creekside Highschool | Jacksonville | FL | 09/2016 | 07/2019 |
| Julington Creek Porpoises | Jacksonvillle | FL | 08/2016 | 09/2019 |
| Cutco | Jacksonville | FL | 10/2019 | 03/2020 |
| University Of North Florida | Jacksonville | FL | 08/2019 | 08/2024 |
| Universidad De Valencia | Valencia | 09/2021 | 02/2024 | |
| Mcreif Group | Valencia | 10/2023 | 02/2024 | |
| Unemployed | Jacksonville | FL | 09/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-12-19 |
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