Jeff David Currie

Current Employers

Elevated Capital Advisors, Llc

11925 South 700 East, Draper, UT 84020 • United States

Current Registrations

Authority	Category	Status	Date
ID	RA	APPROVED	2019-01-16

ID RA
APPROVED

Since 2019-01-16

Branch Locations

Homedale, ID • United States

11925 South 700 East, Draper, UT 84020 • United States

Disclosures

2 disclosure categories 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination Yes

Employment History

Organization	City	State	From	To
Global Financial Private Capital	Sarasota	FL	01/2012	01/2019
Currie Financial Group, Inc.	Boise	ID	09/2011	06/2020
Elevated Capital Advisors, Llc	Sandy	UT	01/2019	Present
Elevated Retirement Group	Homedale	ID	06/2020	Present

01/2012 → 01/2019

Global Financial Private Capital

Sarasota, FL
09/2011 → 06/2020

Currie Financial Group, Inc.

Boise, ID
01/2019 → Present

Elevated Capital Advisors, Llc

Sandy, UT
06/2020 → Present

Elevated Retirement Group

Homedale, ID

Previous Registrations

2012-01-09 → 2019-01-16

Global Financial Private Capital, Inc.

Boise, ID

Sarasota, FL

Boise, ID
2012-12-19 → 2013-10-31

Solitude Wealth Advisors, Llc.

Boise, ID

Holladay, UT

Other Businesses

1.) FIXED INSURANCE SALES. INSURANCE REPRESENTATIVE THROUGH CURRIE FINANCIAL GROUP, INC. START DATE 9/2011. 20 HOURS PER WEEK. NON INVESTMENT RELATED. 2.) US ARMY RESERVES. TITLE AND POSITION: 42 ALPHA NCO. DUTIES: HELPS SOLDIERS WITH ADMINISTRATIVE NEEDS. START DATE 4/2018. NON INVESTMENT-RELATED. SPEND 17 WEEKS PER YEAR. 3.) IDAHO JAYCEE SENATE FOUNDATION - JUNIOR CHAMBER OF COMMERCE. TITLE: TREASURER-REPORTING. START DATE 4/2015. NON INVESTMENT-RELATED. SPEND 1 HOUR PER QUARTER. 4.) American Pacific Mortgage - non-investment related - 460 S Fitness Place, Eagle ID 83616 - Mortgage lending, Reverse mortgage Guest Speaker (seminars) - employee - 5/7/2024 - 2 hrs per month, 2 hours per quarter during trading hours - I Teach a class to Real Estate Professionals the features and benefits of a HECM mortgage and how it can be used for clients to improve their situation in retirement.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2012-01-07
S63	Uniform Securities Agent State Law Examination	1993-12-04

S65 Uniform Investment Adviser Law Examination

2012-01-07
S63 Uniform Securities Agent State Law Examination

1993-12-04

Other Names

David Jeff Currie
David Jeff Currie

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