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235 Montgomery Street Suite 830, San Francisco, CA 94104 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
235 Montgomery Street Suite 830, San Francisco, CA 94104 • 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 |
|---|---|---|---|---|
| Elevate Wealth Management, L.L.C. | 2040 Franklin Street Apt 1401 | CA | 06/2017 | 07/2019 |
| Pacific Pathways Real Estate Inc | San Francisco | CA | 06/2011 | Present |
| Law Offices Of Dan Fitzpatrick | San Francisco | CA | 06/2011 | 09/2017 |
| Elevate Capital Management, L.L.C. | San Francisco | CA | 04/2019 | 07/2019 |
| Elevate Capital Management, Llc | San Francisco | CA | 04/2019 | Present |
1) Daniel Thomas Fitzpatrick is a real estate broker or dealer and owner of Pacific Pathways Real Estate Inc. 2) Daniel Thomas Fitzpatrick is a California licensed attorney and collects fees for legal services.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-08-22 |
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