Kathleen Caton Burke

Current Employers

Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2025-09-29

FL RA
APPROVED

Since 2025-09-29

Branch Locations

307 Tequesta Drive, Tequesta, FL 33469 • United States

Disclosures

1 disclosure category 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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Ubs Financial Services Inc	Palm Beach	FL	04/2010	09/2025
Elevation Point Wealth Partners, Llc	Tequesta	FL	09/2025	Present

04/2010 → 09/2025

Ubs Financial Services Inc

Palm Beach, FL
09/2025 → Present

Elevation Point Wealth Partners, Llc

Tequesta, FL

Previous Registrations

2010-04-12 → 2025-10-01

Ubs Financial Services Inc.

West Palm Beach, FL

North Palm Beach, FL
2005-05-31 → 2010-04-14

Merrill Lynch, Pierce, Fenner & Smith Incorporated

West Palm Beach, FL

West Palm Beach, FL

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2005-05-25
S63	Uniform Securities Agent State Law Examination	1980-07-03

S66 Uniform Combined State Law Examination

2005-05-25
S63 Uniform Securities Agent State Law Examination

1980-07-03

Other Names

Kathleen Ruth Burke
Kathleen Ruth Caton

View on SEC IAPD

Current Employers

Elevation Point Wealth Partners, Llc

Disclosures

Employment History

Previous Registrations

Exams

Other Names

Other Firms

Other Investors

Other Offices

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