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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-19 |
Branch Locations
3801 Pga Blvd Suite 1000, Palm Beach Gardens, FL 33410 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Palm Beach | FL | 01/2024 | 07/2024 |
| Elevation Point Wealth Partners, Llc | North Palm Beach | FL | 07/2024 | Present |
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 07/2016 | 12/2019 |
| Ubs Financial Services Inc | Palm Beach Gardens | FL | 01/2020 | 12/2023 |
1. Place Of Hope Planned Giving Council / 9078 Isaiah Lane West Palm Beach, Florida 33418 / Non-Compensated - Charity / To provide housing, food, education, and employment opportunities for parentless children and single mothers. / Member, Board of Directors / Board position advising on fundraising activities (I do not personally raise funds) / Start Date: 03/02/2018 2. Sunset Point Rental Property / Compensated / Owner / Start Date: 07/01/2023 3. The Hope Florida Foundation, Inc. / 2415 North Monroe Street, Suite 400, Tallahassee, FL 32303 / Non-Compensated - Charity / Serving as a board member involved in advancing the foundation's cause to support families in Florida. / Board Member / Start Date: 09/22/2025
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-19 |
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