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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-30 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management Llc | St. Petersburg | FL | 06/2025 | 08/2025 |
| Elevate Financial Planning And Wealth Management Llc | St. Petersburg | FL | 01/2026 | Present |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 01/2026 | Present |
| Pusser's Caribbean Grille | Ponte Vedra Beach | FL | 06/2021 | 12/2021 |
| Surf Into Summer | Ponte Vedra Beach | FL | 03/2019 | 08/2024 |
| Florida State University | Tallahassee | FL | 01/2022 | 12/2025 |
| Ponte Vedra High School | Ponte Vedra Beach | FL | 08/2016 | 05/2021 |
Elevate Insurance Agency Services LLC. Investment Related. St. Petersburg, FL. Fixed Insurance Sales-Health, Life & Variable Annuity. Financial Consultant. 01/2026. Hours per Month: 160 hours of which 160 hours are during trading. Duties: Fixed insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-19 |
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