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775 Sw Bonnett Way Suite 220, Bend, OR 97702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-07-22 |
| ID | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2024-08-20 |
Branch Locations
775 Sw Bonnett Way Suite 220, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation Capital Strategies, Inc. | Bend | OR | 10/2014 | Present |
| Global Financial Private Capital, Llc | Sarasota | FL | 10/2014 | 07/2017 |
| Elevation Capital Advisory, Llc | Bend | OR | 03/2016 | Present |
| Elevation Capital Advisory, Llc | Bend | OR | 04/2018 | Present |
Elevation Capital Strategies, Inc.; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 10/2014; Approximately 20% of time spent.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-08-19 |
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