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Inactive

Benjamin Shinners

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
LA RA APPROVED 2026-01-16
PA RA APPROVED 2025-12-08
FL RA APPROVED 2025-09-10
  • LA RA
    APPROVED
    Since 2026-01-16
  • PA RA
    APPROVED
    Since 2025-12-08
  • FL RA
    APPROVED
    Since 2025-09-10

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
Orgel Wealth Management Altoona WI 05/2024 09/2024
Recreation & Wellbeing At The University Of Wisconsin-Madison Madison WI 10/2021 05/2024
Ymca Camp Manitou New Auburn WI 05/2019 08/2022
Mancino's Pizza & Grinders Eau Claire WI 10/2020 05/2021
Delong Middle School Eau Claire WI 09/2014 05/2019
University Of Wisconsin-Madison Madison WI 09/2024 05/2025
  • 06/2025 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 05/2024 → 09/2024
    Orgel Wealth Management
    Altoona, WI
  • 10/2021 → 05/2024
    Recreation & Wellbeing At The University Of Wisconsin-Madison
    Madison, WI
  • 05/2019 → 08/2022
    Ymca Camp Manitou
    New Auburn, WI
  • 10/2020 → 05/2021
    Mancino's Pizza & Grinders
    Eau Claire, WI
  • 09/2014 → 05/2019
    Delong Middle School
    Eau Claire, WI
  • 09/2024 → 05/2025
    University Of Wisconsin-Madison
    Madison, WI
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-15
  • S65 Uniform Investment Adviser Law Examination
    2025-08-15

View on SEC IAPD

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