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Inactive

Cade Scarborough

Elevate Financial Planning And Wealth Management

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
TX RA APPROVED 2025-12-08
FL RA APPROVED 2025-08-26
  • TX RA
    APPROVED
    Since 2025-12-08
  • FL RA
    APPROVED
    Since 2025-08-26

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 08/2025 Present
New Orleans Country Club New Orleans LA 08/2024 12/2024
Loyola University New Orleans New Orleans LA 08/2021 08/2025
Lake Wales High School Lake Wales FL 08/2017 06/2021
Edward W. Bok Academy Lake Wales FL 08/2014 06/2017
  • 08/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 08/2024 → 12/2024
    New Orleans Country Club
    New Orleans, LA
  • 08/2021 → 08/2025
    Loyola University New Orleans
    New Orleans, LA
  • 08/2017 → 06/2021
    Lake Wales High School
    Lake Wales, FL
  • 08/2014 → 06/2017
    Edward W. Bok Academy
    Lake Wales, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16

View on SEC IAPD

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