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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
NC RA APPROVED 2025-08-24
FL RA APPROVED 2025-03-10
  • NC RA
    APPROVED
    Since 2025-08-24
  • FL RA
    APPROVED
    Since 2025-03-10

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 02/2025 Present
Walkers Outdoor Landscaping Llc Arcanum OH 02/2021 01/2025
Mueller Reports Englewood FL 11/2024 11/2024
Unemployed Englewood FL 10/2024 10/2024
5M_Promotion Sarasota FL 09/2024 09/2024
Unemployed Greenville OH 07/2024 08/2024
Extended Travel Lisbon 05/2024 07/2024
Study Abroad Bergen 01/2024 04/2024
University Of Cincinnati Cincinnati OH 08/2023 12/2023
Walkers Outdoor Landscaping Llc Arcanum OH 05/2023 07/2023
University Of Cincinnati Cincinnati OH 08/2022 04/2023
Nickolson's Gastropub Cincinnati OH 09/2023 10/2023
Walkers Outdoor Landscaping Llc Arcanum OH 02/2022 07/2022
Unemployed Greenville OH 12/2021 01/2022
Vail Resorts Keystone CO 09/2021 11/2021
Wagner Paving Inc. Laura OH 05/2021 08/2021
Sincalir Community College Dayton OH 08/2020 04/2021
Wagner Paving Inc. Laura OH 05/2020 08/2020
Sinclair Community College Dayton OH 08/2019 04/2020
Wagner Paving Inc. Laura OH 05/2019 10/2019
Arcanum High School Arcaum OH 01/2015 04/2019
Arcanum Swimming Pool Arcanum OH 06/2017 08/2017
Ossfin Llc Saint Petersburg FL 03/2026 Present
  • 02/2025 → Present
    St. Petersburg, FL
  • 02/2021 → 01/2025
    Walkers Outdoor Landscaping Llc
    Arcanum, OH
  • 11/2024 → 11/2024
    Mueller Reports
    Englewood, FL
  • 10/2024 → 10/2024
    Unemployed
    Englewood, FL
  • 09/2024 → 09/2024
    5M_Promotion
    Sarasota, FL
  • 07/2024 → 08/2024
    Unemployed
    Greenville, OH
  • 05/2024 → 07/2024
    Extended Travel
    Lisbon
  • 01/2024 → 04/2024
    Study Abroad
    Bergen
  • 08/2023 → 12/2023
    University Of Cincinnati
    Cincinnati, OH
  • 05/2023 → 07/2023
    Walkers Outdoor Landscaping Llc
    Arcanum, OH
  • 08/2022 → 04/2023
    University Of Cincinnati
    Cincinnati, OH
  • 09/2023 → 10/2023
    Nickolson's Gastropub
    Cincinnati, OH
  • 02/2022 → 07/2022
    Walkers Outdoor Landscaping Llc
    Arcanum, OH
  • 12/2021 → 01/2022
    Unemployed
    Greenville, OH
  • 09/2021 → 11/2021
    Vail Resorts
    Keystone, CO
  • 05/2021 → 08/2021
    Wagner Paving Inc.
    Laura, OH
  • 08/2020 → 04/2021
    Sincalir Community College
    Dayton, OH
  • 05/2020 → 08/2020
    Wagner Paving Inc.
    Laura, OH
  • 08/2019 → 04/2020
    Sinclair Community College
    Dayton, OH
  • 05/2019 → 10/2019
    Wagner Paving Inc.
    Laura, OH
  • 01/2015 → 04/2019
    Arcanum High School
    Arcaum, OH
  • 06/2017 → 08/2017
    Arcanum Swimming Pool
    Arcanum, OH
  • 03/2026 → Present
    Ossfin Llc
    Saint Petersburg, FL
Other Businesses

OssFin LLC OssFin is a consumer financial-technology company. It provides a personal-finance data-aggregation and educational application that connects to a user's own financial accounts. Yes, under the form's broad definition, because the application aggregates and displays banking and investment-account data. However, to be clear, Ossfin does not custody assets or execute trades. It aggregates and displays connected user data. Address: 777 35th Ave S Saint Petersburg, FL 33705 Position: Owner 03/26/2026 40-50 hours per month devoted to OssFin 0 hours spend during trading hours Any compensation would be in the form of business profits / owner's distributions from the company's software-subscription (SaaS) revenue. Any future compensation would be SaaS business profit, not sales-based Duties: overall responsibility for the business, including development, design, and operations/strategy.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-02-12
  • S65 Uniform Investment Adviser Law Examination
    2025-02-12
Other Names
  • Wes Atchley
  • Evan Atchley

View on SEC IAPD

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