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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-18 |
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 | 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-31 |
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