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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-08-26
  • FL RA
    APPROVED
    Since 2025-08-26

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Elevate Financial Planning And Wealth Management Saint Petersburg FL 08/2025 Present
Newday Usa West Palm Beach FL 01/2025 01/2025
Woda Cooper Companies Columbus OH 05/2024 10/2024
Kenan Advantage Group Canton OH 05/2023 04/2024
Wingate By Wyndham Canton OH 05/2022 02/2023
Lucia's Steakhouse Canton OH 05/2020 08/2022
The Ohio State University Columbus OH 02/2025 06/2025
Unemployed Canton OH 12/2002 04/2020
Doordash Saint Petersburg FL 10/2025 Present
  • 08/2025 → Present
    Saint Petersburg, FL
  • 01/2025 → 01/2025
    Newday Usa
    West Palm Beach, FL
  • 05/2024 → 10/2024
    Woda Cooper Companies
    Columbus, OH
  • 05/2023 → 04/2024
    Kenan Advantage Group
    Canton, OH
  • 05/2022 → 02/2023
    Wingate By Wyndham
    Canton, OH
  • 05/2020 → 08/2022
    Lucia's Steakhouse
    Canton, OH
  • 02/2025 → 06/2025
    The Ohio State University
    Columbus, OH
  • 12/2002 → 04/2020
    Unemployed
    Canton, OH
  • 10/2025 → Present
    Doordash
    Saint Petersburg, FL
Other Businesses

Name of the Other Business: DoorDash, Inc. Whether the Business is Investment-Related: No Address of the Other Business: DoorDash, Inc. 303 2nd Street, Suite 800 San Francisco, CA 94107 Nature of the Other Business: Food delivery service / gig-economy platform Your Position, Title, or Relationship with the Other Business: Independent Contractor (Delivery Driver) Start Date of Your Relationship: October 25th, 2025 Approximate Number of Hours/Month Devoted to the Other Business: 80/month Number of Hours Devoted to the Other Business During Securities Trading Hours: 0 hours Brief Description of Duties Relating to the Other Business: Pick up and deliver food and retail orders placed through the DoorDash mobile app; responsible for order accuracy, timeliness, and customer satisfaction.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-07-16
  • S65 Uniform Investment Adviser Law Examination
    2025-07-16
Other Names
  • Jackson Huntsman

View on SEC IAPD

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