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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-11 |
| TX | RA | APPROVED | 2025-07-11 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
31410 Northwestern Hwy, Suite G, Farmington Hills, MI 48334 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Farmington Hills | MI | 08/2009 | 06/2025 |
| Elevation Point Wealth Partners D/B/A Waycrest Wealth | Farmington Hills | MI | 07/2025 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2025 | Present |
| Disney Vacation Club Rental | West Bloomfield | MI | 10/2025 | Present |
1. Elevation Point Wealth Partners d/b/a Waycrest Wealth. Investment-related. At registered location. RIA. IAR. 06/2025. 160 hrs/month. 160 hrs during trading hrs. Advise clients. 2. Fixed Insurance. Investment-related. At registered location. Insurance. Agent. 06/2025. 1 hr/month. 1 hr during trading hrs. Provide insurance advice based on the needs of clients. 3. Bearly Believable Rentals, LLC. Not investment-related. 116 Agnes Rd Ste 200, Knoxville, TN 37919. Real estate rental. Owner. 04/2025. 5 hrs/month. 1 hr during trading hrs. I am in the process of purchasing a cabin. I will rent it out should we buy it. Management company will do all the day to day. 4. Renting DVC points. Not investment-related. 4258 Strathdale Ln, West Bloomfield, MI 48323. Real estate rental. Owner. 01/21/2026. 5 hrs/ month. 0 hrs during trading hrs. I have Disney Vacation Club points. I rent them to those looking or to a rental company like dvcrental.com.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-09 |
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