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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
TN RA APPROVED 2025-08-25
SC RA APPROVED 2025-08-24
FL RA APPROVED 2025-02-15
  • TN RA
    APPROVED
    Since 2025-08-25
  • SC RA
    APPROVED
    Since 2025-08-24
  • FL RA
    APPROVED
    Since 2025-02-15

Branch Locations

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

7405 Shallowford Rd, Chattanooga, TN 37421 • 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 01/2025 Present
Nashville Shores Nashville TN 03/2018 10/2021
Whole Foods Chattanooga TN 02/2022 04/2022
Hermitage Golf Course Hermitage TN 05/2022 06/2022
Nashville Toons Nashville TN 07/2022 09/2022
Student Unemployed Chattanooga TN 10/2022 05/2023
University Of Tennessee At Chattanooga Chattanooga TN 05/2023 08/2023
Student Unemployed Chattanooga TN 09/2023 09/2024
Donelson Christian Academy Nashville TN 01/2015 08/2020
University Of Tennessee At Chattanooga Chattanooga TN 08/2020 12/2024
Black Creek Club Chattanooga TN 09/2024 Present
  • 01/2025 → Present
    St. Petersburg, FL
  • 03/2018 → 10/2021
    Nashville Shores
    Nashville, TN
  • 02/2022 → 04/2022
    Whole Foods
    Chattanooga, TN
  • 05/2022 → 06/2022
    Hermitage Golf Course
    Hermitage, TN
  • 07/2022 → 09/2022
    Nashville Toons
    Nashville, TN
  • 10/2022 → 05/2023
    Student Unemployed
    Chattanooga, TN
  • 05/2023 → 08/2023
    University Of Tennessee At Chattanooga
    Chattanooga, TN
  • 09/2023 → 09/2024
    Student Unemployed
    Chattanooga, TN
  • 01/2015 → 08/2020
    Donelson Christian Academy
    Nashville, TN
  • 08/2020 → 12/2024
    University Of Tennessee At Chattanooga
    Chattanooga, TN
  • 09/2024 → Present
    Black Creek Club
    Chattanooga, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-21
  • S65 Uniform Investment Adviser Law Examination
    2025-01-21
Other Names
  • David Carnahan

View on SEC IAPD

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