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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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janssen Pharmaceuticals Inc | Austin | TX | 09/2015 | 08/2018 |
| Assistrx | Orlando | FL | 08/2018 | 03/2021 |
| Mend | Orlando | FL | 03/2021 | 10/2021 |
| Unemployed | Alpharetta | GA | 10/2021 | 01/2022 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 01/2022 | 01/2023 |
| Northwestern Mutual Investment Services Llc | Peachtree Cor | GA | 03/2022 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 07/2022 | 01/2023 |
| Phil Adra | Peachtree Cor | GA | 02/2023 | 09/2023 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 02/2023 | 09/2023 |
| Ubs Financial Services, Inc | Atlanta | GA | 10/2023 | 01/2026 |
| Elevation Point Wealth Partners, Llc | Alpharetta | GA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2022-05-26 |
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