Best Investors Account Sign in
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 2026-06-19
TN RA APPROVED 2026-06-17
  • FL RA
    APPROVED
    Since 2026-06-19
  • TN RA
    APPROVED
    Since 2026-06-17

Branch Locations

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

1200 Premier Dr 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 06/2026 Present
Washington University In St. Louis: Bear Necessities St. Louis MO 01/2026 05/2026
Washington University In St. Louis St. Louis MO 08/2022 05/2026
Little Elm High School Little Elm TX 08/2018 05/2022
Janus Henderson Denver CO 07/2024 08/2024
Janus Henderson Denver CO 06/2025 08/2025
Washington University In St. Louis: Trio St. Louis MO 09/2023 05/2024
Lakeside Middle School Little Elm TX 08/2016 05/2018
Cheddars Scratch Kitchen Chattanooga TN 07/2026 Present
  • 06/2026 → Present
    Chattanooga, TN
  • 01/2026 → 05/2026
    Washington University In St. Louis: Bear Necessities
    St. Louis, MO
  • 08/2022 → 05/2026
    Washington University In St. Louis
    St. Louis, MO
  • 08/2018 → 05/2022
    Little Elm High School
    Little Elm, TX
  • 07/2024 → 08/2024
    Janus Henderson
    Denver, CO
  • 06/2025 → 08/2025
    Janus Henderson
    Denver, CO
  • 09/2023 → 05/2024
    Washington University In St. Louis: Trio
    St. Louis, MO
  • 08/2016 → 05/2018
    Lakeside Middle School
    Little Elm, TX
  • 07/2026 → Present
    Cheddars Scratch Kitchen
    Chattanooga, TN
Other Businesses

Business name: Cheddar's Scratch Kitchen Investment related: Nope Address of the other business: 2014 Gunbarrel Rd, Chattanooga, TN 37421 the nature of the other business; Food service Position: To Go Specialist title, or relationship with the other business; Part time To Go Specialist Start date: July 18th, 2026 Approximate hours/month you devote to the other business: ~60-80 hours/month the number of hours you devote to the other business during securities trading hours: 0 and briefly describe your duties relating to the other business: Fulfill customer to go orders

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-08
  • S65 Uniform Investment Adviser Law Examination
    2026-06-08

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor