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Inactive

William Murty

Elevate Financial Planning And Wealth Management

Chattanooga, TN

St. Petersburg, FL

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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
VA RA APPROVED 2026-03-06
FL RA APPROVED 2025-08-12
TN RA APPROVED 2025-08-05
  • VA RA
    APPROVED
    Since 2026-03-06
  • FL RA
    APPROVED
    Since 2025-08-12
  • TN RA
    APPROVED
    Since 2025-08-05

Branch Locations

7405 Shallowford Rd Suite 380B, Chattanooga, TN 37421 • United States

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 Chattanooga TN 07/2025 Present
George Mason University Fairfax VA 09/2024 06/2025
Kpmg Mclean VA 06/2024 08/2024
Rare Steakhouse Washington DC 11/2019 06/2024
Ruth's Chris Steakhouse Pikesville MD 03/2018 11/2019
Stoney River Steakhouse And Grill Towson MD 02/2017 03/2018
First Watch Restaurants Pikesville MD 04/2016 02/2017
  • 07/2025 → Present
    Elevate Financial Planning And Wealth Management
    Chattanooga, TN
  • 09/2024 → 06/2025
    George Mason University
    Fairfax, VA
  • 06/2024 → 08/2024
    Kpmg
    Mclean, VA
  • 11/2019 → 06/2024
    Rare Steakhouse
    Washington, DC
  • 03/2018 → 11/2019
    Ruth's Chris Steakhouse
    Pikesville, MD
  • 02/2017 → 03/2018
    Stoney River Steakhouse And Grill
    Towson, MD
  • 04/2016 → 02/2017
    First Watch Restaurants
    Pikesville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-01
  • S65 Uniform Investment Adviser Law Examination
    2025-07-01

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
EQUITABLE ADVISORS, LLC · CHATTANOOGA, TN
ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT · Chattanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chatanooga, TN
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Chattanooga, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Chatanooga, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Chattanooga, TN

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