Caitlin Elizabeth Douglas

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 11/2015 → 09/2018
  Triad Advisors, Llc
  Norcross, GA
• 11/2015 → 09/2018
  Keeney Financial Group, Inc.
  Columbia, MD
• 10/2018 → 11/2018
  Triad Advisors, Llc
  Norcross, GA
• 10/2018 → 11/2018
  Planning Solutions Group, Llc
  Fulton, MD
• 11/2018 → 09/2024
  Dynasty Wealth Management, Llc
  St. Petersburg, FL
• 05/2020 → 09/2024
  Dynasty Securities, Llc
  St. Petersburg, FL
• 06/2020 → 09/2024
  Dynasty Wealth Management, Llc
  St. Petersburg, FL
• 09/2024 → Present
  Elevation Point Wealth Partners, Llc
  Minneapolis, MN

Previous Registrations

• 2021-09-23 → 2024-09-27
  Dynasty Wealth Management, Llc
  Sykesville, MD
  St. Petersburg, FL
  Sykesville, MD
• 2020-06-05 → 2020-12-31
  Dynasty Wealth Management, Llc
  St. Petersburg, FL
  Sykesville, MD
• 2018-10-11 → 2018-11-26
  Planning Solutions Group, Llc
  Fulton, MD
• 2015-11-13 → 2018-10-03
  Keeney Financial Group Inc.
  Columbia, MD
• 2012-08-23 → 2015-11-19
  Lpl Financial Llc
  Columbia, MD
• 2009-04-20 → 2010-10-06
  Lpl Financial Llc
  Rockville, MD
  Columbia, MD

Exams

• S66 Uniform Combined State Law Examination
  2009-04-18

Other Names

• Caitlin E Link
• Caitlin Elizabeth Link