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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2026-01-09 |
Branch Locations
6230 Avalon Boulevard, Alpharetta, GA 30009 • United States
1580 Lincoln Street Suite 680, Denver, CO 80203 • 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 | Atlanta | GA | 06/2013 | 03/2021 |
| Bank Of America, N.A. | Atlanta | GA | 04/2014 | 03/2021 |
| Ubs Financial Services Inc. | Atlanta | GA | 03/2021 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 01/2026 | Present |
1.FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION 2.NAME OF OUTSIDE BUSINESS ORGANIZATION: DAVID RANDALL BASEBALL LESSONS 3.INVESTMENT RELATED: N 4.ADDRESS OF BUSINESS: DUNWOODY, GEORGIA 30346 5.NATURE OF BUSINESS: OTHER,SELF 7.POSITION, TITLE, ASSOCIATION: OTHER, INSTRUCTOR 8.START DATE OF RELATIONSHIP: 9/28/2013 9.NUMBER OF HOURS DEVOTED: 12 HOUR(S) MONTHLY 10.NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 11.DUTIES: PROVIDING INSTRUCTION FOR BASEBALL TO YOUNG KIDS AND YOUNG ADULTS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
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