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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
31410 Northwestern Hwy, Suite G, Farmington Hills, MI 48334 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Farmington Hills | MI | 08/2006 | Present |
| Elevation Point Wealth Partners D/B/A Waycrest Wealth | Farmington Hills | MI | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
1. Elevation Point Wealth Partners d/b/a Waycrest Wealth. Investment-related. At registered location. RIA. IAR. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 06/2025. 2 hrs/month. 2 hrs during trading hrs. Provide insurance advice based on the needs of clients. 3. Steady Climb LLC. Investment-related. At registered location. Book. Owner. 06/2015. 0 hrs/ month. 0 hrs during trading hrs. Owner. 4. Temple Israel. Not investment-related. 5725 Walnut Lake Rd, West Bloomfield, MI 48323. Charitable/non-profit organization. Board member. 05/2017. 5 hrs/month. 5 hrs during trading hrs. Ensure funds are being used in the best interest of the synagogue.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-21 |
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