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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
FL RA APPROVED 2026-06-03
TN RA APPROVED 2026-06-01
  • FL RA
    APPROVED
    Since 2026-06-03
  • TN RA
    APPROVED
    Since 2026-06-01

Branch Locations

1200 Premier Drive Suite 225, Chattanooga, TN 37421 • United States

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 Chattanooga TN 05/2026 Present
Lowes Athens GA 05/2023 08/2023
Kta Financial Services Las Vegas NV 05/2025 05/2026
University Of Georgia Athens GA 08/2022 05/2026
Gilmer County High School Ellijay GA 08/2018 08/2022
Gilmer County Middle School Ellijay GA 08/2015 08/2018
Uber Eats San Francisco CA 08/2026 Present
  • 05/2026 → Present
    Chattanooga, TN
  • 05/2023 → 08/2023
    Lowes
    Athens, GA
  • 05/2025 → 05/2026
    Kta Financial Services
    Las Vegas, NV
  • 08/2022 → 05/2026
    University Of Georgia
    Athens, GA
  • 08/2018 → 08/2022
    Gilmer County High School
    Ellijay, GA
  • 08/2015 → 08/2018
    Gilmer County Middle School
    Ellijay, GA
  • 08/2026 → Present
    Uber Eats
    San Francisco, CA
Other Businesses

the name of the other business; Uber Eats whether the business is investment related; No the address of the other business; 1725 Third Street, San Francisco, CA 94158 the nature of the other business; Food delivery your position; Uber Eats Driver title, or relationship with the other business; Uber Eats Driver the start date of your relationship; August 10th 2026 the approximate number of hours/month you devote to the other business; 30-40 hours a month the number of hours you devote to the other business during securities trading hours; zero and briefly describe your duties relating to the other business; I drive and deliver food for uber

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-16
  • S65 Uniform Investment Adviser Law Examination
    2026-04-16
Other Names
  • Carson Purvis

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