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Barry Nathan Mendelson

Elevation Wealth Partners, LLC

Walnut Creek, CA

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Current Employers
Elevation Wealth Partners, Llc

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2020-04-07
CA RA APPROVED 2014-07-15
  • TX RA
    APPROVED
    Since 2020-04-07
  • CA RA
    APPROVED
    Since 2014-07-15

Branch Locations

2121 North California Blvd Suite 290, Walnut Creek, CA 94596 • 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
Zrc Wealth Management Santa Rosa CA 07/2014 Present
  • 07/2014 → Present
    Zrc Wealth Management
    Santa Rosa, CA
Previous Registrations
  • 2011-09-22 → 2015-11-30
    Just Plans, Etc
    Flagstaff, AZ
  • 2011-11-29 → 2015-04-30
    Elevation Wealth Management
    Walnut Creek, CA
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1997-04-02
  • S63 Uniform Securities Agent State Law Examination
    1997-04-02
Designations

View on SEC IAPD

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BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
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