Drake Wellborn

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-10-28
TN	RA	APPROVED	2025-10-08

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Elevate Financial Planning And Wealth Management	Chattanooga	TN	09/2025	Present
The Club At Glenmore	Keswick	VA	05/2023	07/2025
Lumos Fiber	Waynesboro	VA	06/2024	08/2024
Veritas Vineyards And Winery	Afton	VA	05/2023	05/2024
Campus Ink	Hampden-Sydney	VA	02/2023	09/2023
Hampden-Sydney College	Hampden-Sydney	VA	01/2022	05/2025
Woodberry Forest School	Woodberry Forest	VA	08/2017	05/2021
The Covenant School	Charlottesville	VA	01/2015	08/2017
Lake Forest College	Lake Forest	IL	08/2021	01/2022

09/2025 → Present

Elevate Financial Planning And Wealth Management

Chattanooga, TN
05/2023 → 07/2025

The Club At Glenmore

Keswick, VA
06/2024 → 08/2024

Lumos Fiber

Waynesboro, VA
05/2023 → 05/2024

Veritas Vineyards And Winery

Afton, VA
02/2023 → 09/2023

Campus Ink

Hampden-Sydney, VA
01/2022 → 05/2025

Hampden-Sydney College

Hampden-Sydney, VA
08/2017 → 05/2021

Woodberry Forest School

Woodberry Forest, VA
01/2015 → 08/2017

The Covenant School

Charlottesville, VA
08/2021 → 01/2022

Lake Forest College

Lake Forest, IL

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-09-14

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