Best Investors Account Sign in
Current Employers
Elevate Financial Planning And Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-04-18
  • FL RA
    APPROVED
    Since 2025-04-18

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 04/2025 Present
Unemployed Tampa FL 08/2024 04/2025
University Of South Florida Tampa FL 08/2020 08/2024
Directed Capital St. Petersburg FL 06/2023 08/2023
Wusf Public Media Tampa FL 11/2021 05/2023
Financial-Legal College Kyiv 08/2019 08/2020
Kfar Ha Yarok High School Ramat Ha Sharon 08/2015 08/2019
  • 04/2025 → Present
    St. Petersburg, FL
  • 08/2024 → 04/2025
    Unemployed
    Tampa, FL
  • 08/2020 → 08/2024
    University Of South Florida
    Tampa, FL
  • 06/2023 → 08/2023
    Directed Capital
    St. Petersburg, FL
  • 11/2021 → 05/2023
    Wusf Public Media
    Tampa, FL
  • 08/2019 → 08/2020
    Financial-Legal College
    Kyiv
  • 08/2015 → 08/2019
    Kfar Ha Yarok High School
    Ramat Ha Sharon
Other Businesses

Elevate Financial Planning and Wealth Management. Investment Related. St. Petersburg, FL . Nature of Business: RIA. Position: Financial Consultant. Start Date: 04/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-31
  • S65 Uniform Investment Adviser Law Examination
    2025-03-31

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor