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Elevate Wealth Advisory, Inc. CRD 149713
$386M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-10-24 |
| GA | RA | APPROVED | 2009-06-02 |
Branch Locations
2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Wealth Advisory, Inc. | Athens | GA | 09/1982 | Present |
1) Insurance: Charles J Vickery, life and health insurance sales since 2/1/1969. Servicing new and existing life and Health Insurance clients. Sole proprietor, 190 Hawthorne Park, Athens GA 30606. 1 to 2 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1982-09-01 |
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