Francisco Adriel Lasanta Gorbea

$107M regulatory AUM

Reported services (Item 5G)

From the firm’s Form ADV. Read the guides:

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

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-11-18

Branch Locations

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

Organization	City	State	From	To
Elevate Financial Planning And Wealth Management	Saint Petersburg	FL	11/2025	Present
Publix	Tampa	FL	05/2021	05/2022
Walmart	Tampa	FL	06/2022	08/2022
Hms Host	Tampa	FL	09/2022	07/2023
College	Tampa	FL	08/2023	Present
High School	Tampa	FL	08/2019	05/2023
Elementary & Middle School	Ponce	PR	08/2011	05/2019

11/2025 → Present

Elevate Financial Planning And Wealth Management

Saint Petersburg, FL
05/2021 → 05/2022

Publix

Tampa, FL
06/2022 → 08/2022

Walmart

Tampa, FL
09/2022 → 07/2023

Hms Host

Tampa, FL
08/2023 → Present

College

Tampa, FL
08/2019 → 05/2023

High School

Tampa, FL
08/2011 → 05/2019

Elementary & Middle School

Ponce, PR

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-10-28

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