Mark William Ross

Current Employers

Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2026-06-17

FL RA
APPROVED

Since 2026-06-17

Branch Locations

1560 Park Lane, Suite 1, Fernandina Beach, FL 32034 • United States

1580 Lincoln Street Suite 680, Denver, CO 80203 • 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

Organization	City	State	From	To
Life Management Advisors	Jacksonville	FL	01/2004	02/2017
The Mortgage Firm	Altamonte Springs	FL	02/2015	Present
Elevation Point Wealth Partners	Tequesta	FL	06/2026	Present

01/2004 → 02/2017

Life Management Advisors

Jacksonville, FL
02/2015 → Present

The Mortgage Firm

Altamonte Springs, FL
06/2026 → Present

Elevation Point Wealth Partners

Tequesta, FL

Previous Registrations

2017-05-09 → 2026-07-10

Riverplace Capital Management Inc

Jacksonville, FL
1993-02-03 → 2003-02-20

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Jacksonville Beach, FL

Other Businesses

Timucuan Capital - Partner. Inactive Real Estate non-investment service related. Land held for potential future development. O hours per week obligation.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2017-04-10
S63	Uniform Securities Agent State Law Examination	1993-01-29

S65 Uniform Investment Adviser Law Examination

2017-04-10
S63 Uniform Securities Agent State Law Examination

1993-01-29

Other Names

Mark W Ross
Mark William Ross

View on SEC IAPD