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Dearl France

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

Chattanooga, TN

CRD 8266365

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Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

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

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 2026-05-14
TN RA APPROVED 2026-05-12
  • FL RA
    APPROVED
    Since 2026-05-14
  • TN RA
    APPROVED
    Since 2026-05-12

Branch Locations

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

1200 Premier Drive Suite 225, Chattanooga, TN 37421 • 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
Wilson Worx Richmond KY 04/2021 04/2026
Ballard Moving Richmond KY 05/2018 03/2021
Soft Shoe Richmond KY 08/2015 03/2018
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-16
  • S65 Uniform Investment Adviser Law Examination
    2026-04-16

View on SEC IAPD

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Nearby Offices

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