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1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-07-15 |
Branch Locations
1580 Lincoln Street Suite 680, Denver, CO 80203 • United States
31410 Northwestern Hwy, Suite G, Farmington Hills, MI 48334 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 09/1999 | 07/2025 |
| Elevation Point Wealth Partners, Llc | Farmington Hills | MI | 07/2025 | Present |
(1) Name of Business: The steady climb LLC Address: 1116 Woburn Green, Bloomfield Hills, MI, 48302, United States Activity Type: Business Owner Position/Title: Partner Investment Related: Yes Start Date: 01/01/2019 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: none
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-20 |
| S63 | Uniform Securities Agent State Law Examination | 1983-04-19 |
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