Best Investors Account Sign in
Inactive

Cole Carson

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

Claim This Profile
Current Employers
Elevate Financial Planning And Wealth Management

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-12-09
GA RA APPROVED 2025-10-17
FL RA APPROVED 2025-06-19
  • TX RA
    APPROVED
    Since 2025-12-09
  • GA RA
    APPROVED
    Since 2025-10-17
  • FL RA
    APPROVED
    Since 2025-06-19

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 Saint Petersburg FL 06/2025 Present
University Of Miami Coral Gables FL 02/2025 06/2025
Rpag/Flexpath Aliso Viejo CA 06/2024 08/2024
Rimrock Capital Management Newport Beach CA 07/2022 08/2022
Core Athletics Newport Beach CA 11/2020 06/2021
The Old Spaghetti Factory Newport Beach CA 06/2018 06/2021
University Of Miami Coral Gables FL 08/2021 06/2025
Corona Del Mar High School Newport Beach CA 09/2016 06/2021
  • 06/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 02/2025 → 06/2025
    University Of Miami
    Coral Gables, FL
  • 06/2024 → 08/2024
    Rpag/Flexpath
    Aliso Viejo, CA
  • 07/2022 → 08/2022
    Rimrock Capital Management
    Newport Beach, CA
  • 11/2020 → 06/2021
    Core Athletics
    Newport Beach, CA
  • 06/2018 → 06/2021
    The Old Spaghetti Factory
    Newport Beach, CA
  • 08/2021 → 06/2025
    University Of Miami
    Coral Gables, FL
  • 09/2016 → 06/2021
    Corona Del Mar High School
    Newport Beach, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-03-05
  • S65 Uniform Investment Adviser Law Examination
    2025-03-05

View on SEC IAPD

Other Firms

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
RAYMOND JAMES & ASSOCIATES, INC.
RAYMOND JAMES INVESTMENT MANAGEMENT
EAGLE ASSET MANAGEMENT INC
LPL FINANCIAL LLC
WEBULL ADVISORS LLC
EDWARD JONES
THREE OAKS PARTNERS INVESTMENT COUNSEL LLC

Other Investors

Savina N Mintcheva
ALYSA REBECCA REINOEHL
MATTHEW KYLE MEHLTRETTER
Nakia Schwann Martin
JOANNA MOFFITT BEVER
Phillip Kurt Sutton
THEODORE EVERETT DESAUTELS
AUTUMN ADAIR BONSALL

Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES & ASSOCIATES, INC. · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
RAYMOND JAMES INVESTMENT MANAGEMENT · St. Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
EAGLE ASSET MANAGEMENT INC · ST. PETERSBURG, FL

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor