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Khaleel Hanif Mccalla

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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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 2026-06-05
  • FL RA
    APPROVED
    Since 2026-06-05

Branch Locations

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 Saint Petersburg FL 05/2026 Present
Usf Housing And Residential Education Tampa FL 05/2023 05/2026
Usf Recreation And Wellness Tampa FL 05/2025 Present
Nike Lutz FL 08/2023 11/2023
Azteca D'ORo Mexican Restaurant Winter Garden FL 02/2022 06/2022
University Of South Florida Tampa FL 06/2022 05/2026
Kingston College Kingston 09/2016 10/2019
Windermere High School Windermere FL 11/2019 05/2022
  • 05/2026 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 05/2023 → 05/2026
    Usf Housing And Residential Education
    Tampa, FL
  • 05/2025 → Present
    Usf Recreation And Wellness
    Tampa, FL
  • 08/2023 → 11/2023
    Nike
    Lutz, FL
  • 02/2022 → 06/2022
    Azteca D'ORo Mexican Restaurant
    Winter Garden, FL
  • 06/2022 → 05/2026
    University Of South Florida
    Tampa, FL
  • 09/2016 → 10/2019
    Kingston College
    Kingston
  • 11/2019 → 05/2022
    Windermere High School
    Windermere, FL
Other Businesses

Elevate Financial Planning and Wealth Management. Investment Related. St. Petersburg, FL . Nature of Business: RIA. Position: Financial Consultant. Start Date: 02/2026. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-21
  • S65 Uniform Investment Adviser Law Examination
    2026-05-21
Other Names
  • Khaleel Mccalla

View on SEC IAPD

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