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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-07-13 |
| TN | RA | APPROVED | 2026-07-08 |
Branch Locations
1200 Premier Dr Suite 225, Chattanooga, TN 37421 • United States
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 07/2026 | Present |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 07/2024 | 01/2025 |
| Walmart | Chapel Hill | NC | 05/2023 | 07/2024 |
| Mr Tokyo | Chapel Hill | NC | 06/2022 | 08/2022 |
| University Of North Carolina At Chapel Hill | Chapel Hill | NC | 08/2022 | 05/2026 |
| Chapel Hill High School | Chapel Hill | NC | 08/2018 | 06/2022 |
| None | Chapel Hill | NC | 05/2026 | 07/2026 |
| Smith Middle School | Chapel Hill | NC | 07/2016 | 06/2018 |
| None | Chapel Hill | NC | 06/2018 | 08/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-01 |
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