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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-25 |
| TX | RA | APPROVED | 2025-09-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taylor Marsh, Llc | Palm City | FL | 01/2016 | 07/2018 |
| Ubs Financial Services Inc. | West Palm Beach | FL | 07/2018 | 12/2018 |
| Elevation Point Wealth Partners, Llc | Tequesta | FL | 09/2025 | Present |
| Ubs Financial Services, Inc. | West Palm Beach | FL | 09/2024 | 09/2025 |
| Ubs Financial Services, Inc. | West Palm Beach | FL | 12/2018 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-19 |
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