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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-13 |
| GA | RA | APPROVED | 2026-01-12 |
Branch Locations
Ponte Vedra, FL • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
6230 Avalon Boulevard, Alpharetta, GA 30009 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jacksonville | FL | 01/2006 | 10/2019 |
| Bank Of America, N.A. | Atlanta | GA | 12/2009 | 10/2019 |
| Ubs Financial Services Inc | Atlanta | GA | 10/2019 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-23 |
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