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11925 South 700 East, Draper, UT 84020 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-09 |
| GA | RA | APPROVED | 2022-11-17 |
Branch Locations
500 E Broward Blvd, Suite 900, Ft. Lauderdale, FL 33394 • United States
11925 South 700 East, Draper, UT 84020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevated Capital Advisors, Llc | Sandy | UT | 11/2022 | Present |
| Sworney And Associates | Newnan | GA | 05/2022 | Present |
| Grass Landscape | Newnan | GA | 04/2014 | 07/2022 |
| Greens By Grass | Newnan | GA | 05/2020 | 10/2022 |
Sworney and Associates; Not investment related; 52 Creekside Way Newnan GA 30265; Insurance sales; Agent; Start date May 2022; 40 hrs per week, 1-2 hours during trading hours; duties are prospecting, meeting and enrolling clients in insurance products.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-20 |
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