Robert J Duncan

Employer firm

Elevate Wealth LLC CRD 338405

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

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

Current Employers

Elevate Wealth Llc

San Diego, CA • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2026-07-10

CA RA
APPROVED

Since 2026-07-10

Branch Locations

San Diego, CA • 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

Organization	City	State	From	To
Elevate Wealth Llc	San Diego	CA	05/2026	Present
Elevate Wealth Llc	San Diego	CA	05/2025	Present
Duncan Funding Partners	San Diego	CA	01/2018	Present
Duncan Funding Partners	San Diego	CA	01/2016	01/2018

05/2026 → Present

Elevate Wealth Llc

San Diego, CA
05/2025 → Present

Elevate Wealth Llc

San Diego, CA
01/2018 → Present

Duncan Funding Partners

San Diego, CA
01/2016 → 01/2018

Duncan Funding Partners

San Diego, CA

Other Businesses

Duncan Funding Partners; Investment Related; San Diego, CA; Fixed Insurance Sales; Vice President/Insurance Agent; Started 01/2018; Greater than 50% of time spent on this activity during securities trading hours.