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6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
3109 W Dr. Martin Luther King Blvd Suite 600, Tampa, FL 33607 • United States
6500 International Pkwy Ste 2050, Plano, TX 75093-8222 • 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 | 02/2026 | 04/2026 |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 02/2026 | 04/2026 |
| Unemployed | Dunedin | FL | 10/2025 | 02/2026 |
| Curlew Hills Memory Garden | Palm Harbor | FL | 01/2025 | 10/2025 |
| Vans | Clearwater | FL | 11/2021 | 12/2022 |
| Ron Jon's Surf Shop | Clearwater | FL | 07/2021 | 07/2021 |
| Florida State University | Tallahassee | FL | 01/2023 | 06/2024 |
| St. Petersburg College | Clearwater | FL | 06/2021 | 12/2022 |
| Unemployed | Dunedin | FL | 06/2024 | 01/2025 |
| San Diego Mesa College | San Diego | CA | 08/2020 | 07/2021 |
| Grossmont College | San Diego | CA | 06/2020 | 08/2020 |
| Sd Met High School | San Diego | CA | 08/2018 | 05/2020 |
| Patrick Henry High School | San Diego | CA | 08/2017 | 06/2018 |
| Langley High School | Mclean | VA | 08/2016 | 06/2017 |
| Fisher Investments | Tampa | FL | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-04 |
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