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 2026-06-30
TN RA APPROVED 2026-06-26
  • FL RA
    APPROVED
    Since 2026-06-30
  • TN RA
    APPROVED
    Since 2026-06-26

Branch Locations

1200 Premier Dr 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 06/2026 Present
University Of San Diego Athletics Department San Diego CA 09/2024 05/2026
Potomacwave Consulting Alexandria VA 06/2024 08/2024
University Of San Diego San Diego CA 08/2023 06/2024
Ymca Encinitas CA 06/2023 08/2023
University Of San Diego San Diego CA 08/2022 06/2023
Unemployed Elk Grove CA 06/2022 08/2022
Jesuit High School Sacramento CA 08/2018 06/2022
Unemployed Elk Grove CA 06/2018 08/2018
St. Mary School Sacramento CA 06/2016 06/2018
  • 06/2026 → Present
    Chattanooga, TN
  • 09/2024 → 05/2026
    University Of San Diego Athletics Department
    San Diego, CA
  • 06/2024 → 08/2024
    Potomacwave Consulting
    Alexandria, VA
  • 08/2023 → 06/2024
    University Of San Diego
    San Diego, CA
  • 06/2023 → 08/2023
    Ymca
    Encinitas, CA
  • 08/2022 → 06/2023
    University Of San Diego
    San Diego, CA
  • 06/2022 → 08/2022
    Unemployed
    Elk Grove, CA
  • 08/2018 → 06/2022
    Jesuit High School
    Sacramento, CA
  • 06/2018 → 08/2018
    Unemployed
    Elk Grove, CA
  • 06/2016 → 06/2018
    St. Mary School
    Sacramento, CA
Other Businesses

- The name of the business is Dauntless Solutions LLC - The business is real estate investment related. - The address of the business is 4061 Teakwood Drive - The nature of the business is a real estate holding company for my personal real estate investments. There are none currently in it but I plan on having them in there in the future. Only going to be residential real estate rental properties. However,-I do own and live in a duplex where I am living on one side and renting out the other side. It is not in Dauntless Solutions LLC, it is in my name and it results in $1300/month in rental income from that one side. That duplex address is 4061 Teakwood Drive. And I am currently under contract to buy another property that will go in the LLC. - Co-owner of the LLC and property manager - Start date would've been around May 1st - About 30 hours a month - None - I am co-owner, and just manage the properties, although there are no properties in it right now, but will be in the future. Like I said before there is one property that is not in the LLC that I manage that results in $1300 monthly revenue. As stated before I am under contract for another property and will update this if I go through with the purchase of the second property.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-30
  • S65 Uniform Investment Adviser Law Examination
    2026-05-30
Other Names
  • Alexander Benham

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Chattanooga, TN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor