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
GA RA APPROVED 2025-09-19
TN RA APPROVED 2025-08-25
TX RA APPROVED 2025-08-24
FL RA APPROVED 2025-05-06
  • GA RA
    APPROVED
    Since 2025-09-19
  • TN RA
    APPROVED
    Since 2025-08-25
  • TX RA
    APPROVED
    Since 2025-08-24
  • FL RA
    APPROVED
    Since 2025-05-06

Branch Locations

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

7405 Shallowford Road Suite 380B, 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 Chattanooga TN 04/2025 Present
Tennessee Secondary School Athletic Association Knoxville TN 01/2025 Present
Mccall Construction Llc Friendsville TN 05/2024 01/2025
University Of Tennessee Knoxville Knoxville TN 01/2023 05/2024
Tennessee Tech University Cookeville TN 01/2021 01/2023
University Of Louisville Louisville KY 07/2020 01/2021
Greenback High School Greenback TN 08/2019 07/2020
Maryville High School Maryville TN 08/2016 08/2019
Texas Roadhouse Alcoa TN 12/2025 Present
  • 04/2025 → Present
    Chattanooga, TN
  • 01/2025 → Present
    Tennessee Secondary School Athletic Association
    Knoxville, TN
  • 05/2024 → 01/2025
    Mccall Construction Llc
    Friendsville, TN
  • 01/2023 → 05/2024
    University Of Tennessee Knoxville
    Knoxville, TN
  • 01/2021 → 01/2023
    Tennessee Tech University
    Cookeville, TN
  • 07/2020 → 01/2021
    University Of Louisville
    Louisville, KY
  • 08/2019 → 07/2020
    Greenback High School
    Greenback, TN
  • 08/2016 → 08/2019
    Maryville High School
    Maryville, TN
  • 12/2025 → Present
    Texas Roadhouse
    Alcoa, TN
Other Businesses

The name of the other business Texas Roadhouse, and it is not investment related business. The address is 1125 Franck St. Alcoa, TN 37701. The nature of the other business is a restaurant in which I am employed as a server. My start date will be today, December 4, 2025, and I will be working roughly 40 hours per month or 10 hours per week. None of these working hours will be devoted during security trading hours. As far as duties for the other business, I will take customer orders, deliver food and drinks, provide attentive service, handle payments, and ensure a positive dining experience.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-04-02
  • S65 Uniform Investment Adviser Law Examination
    2025-04-02

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