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Kerri Chiodo

Elevation Wealth Partners LLC

Greenlawn, NY

West Palm Beach, FL

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Current Employers
Elevation Wealth Partners Llc

West Palm Beach, FL • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2023-05-15
  • NY RA
    APPROVED
    Since 2023-05-15

Branch Locations

Greenlawn, NY • United States

West Palm Beach, FL • 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
Merrill Lynch, Pierce, Fenner & Smith Incorporated Jericho NY 12/2017 05/2023
Backflow Corp Of Ny Greenlawn NY 09/2003 12/2017
Elevation Wealth Partners Llc Greenlawn NY 05/2023 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-10-28
S65 Uniform Investment Adviser Law Examination 1996-04-17
S63 Uniform Securities Agent State Law Examination 1993-11-03
  • S66 Uniform Combined State Law Examination
    2019-10-28
  • S65 Uniform Investment Adviser Law Examination
    1996-04-17
  • S63 Uniform Securities Agent State Law Examination
    1993-11-03
Other Names
  • Kerri Ann Christensen
  • Kerri Christensen Chiodo
  • Kerri Chiodo

View on SEC IAPD

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