Ryan Robert Sanford

Employer firm

Elevation Capital Advisory CRD 171473

$253M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2014 → Present
  Elevation Capital Strategies, Inc.
  Bend, OR
• 10/2014 → 07/2017
  Global Financial Private Capital, Llc
  Sarasota, FL
• 03/2016 → Present
  Elevation Capital Advisory, Llc
  Bend, OR
• 04/2018 → Present
  Elevation Capital Advisory, Llc
  Bend, OR

Previous Registrations

• 2019-12-03 → 2023-12-31
  Elevation Capital Advisory
  Bend, OR
• 2016-04-21 → 2019-08-01
  Elevation Capital Advisory
  Bend, OR
  Bend, OR
• 2014-10-03 → 2017-07-21
  Global Financial Private Capital, Inc.
  Bend, OR
  Sarasota, FL

Other Businesses

Elevation Capital Strategies, Inc.; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 10/2014; Approximately 20% of time spent.

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-08-19