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Luke Patrick Rubino

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

CRD 8287093

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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 2026-06-10
  • FL RA
    APPROVED
    Since 2026-06-10

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 06/2026 Present
University Of South Florida Tampa FL 07/2023 05/2026
Bubble Down Car Wash Tampa FL 01/2026 04/2026
Vaneck Tampa FL 06/2025 08/2025
Bubble Down Car Wash Tampa FL 11/2024 05/2025
Downtowner Car Wash Naples FL 06/2024 08/2024
Unemployed Naples FL 05/2023 07/2023
Naples High Scool Naples FL 08/2019 05/2023
Cosmo's Ristorante Naples FL 01/2021 05/2023
Unemployed Naples FL 06/2019 08/2019
St. Anns Catholic Middle School Naples FL 08/2016 06/2019
Mark P. Rubino Md, Llc Naples FL 08/2019 06/2026
  • 06/2026 → Present
    Saint Petersburg, FL
  • 07/2023 → 05/2026
    University Of South Florida
    Tampa, FL
  • 01/2026 → 04/2026
    Bubble Down Car Wash
    Tampa, FL
  • 06/2025 → 08/2025
    Vaneck
    Tampa, FL
  • 11/2024 → 05/2025
    Bubble Down Car Wash
    Tampa, FL
  • 06/2024 → 08/2024
    Downtowner Car Wash
    Naples, FL
  • 05/2023 → 07/2023
    Unemployed
    Naples, FL
  • 08/2019 → 05/2023
    Naples High Scool
    Naples, FL
  • 01/2021 → 05/2023
    Cosmo's Ristorante
    Naples, FL
  • 06/2019 → 08/2019
    Unemployed
    Naples, FL
  • 08/2016 → 06/2019
    St. Anns Catholic Middle School
    Naples, FL
  • 08/2019 → 06/2026
    Mark P. Rubino Md, Llc
    Naples, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-28
  • S65 Uniform Investment Adviser Law Examination
    2026-04-28
Other Names
  • Luke Rubino

View on SEC IAPD

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