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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 2026-08-11
TN RA APPROVED 2026-07-17
  • FL RA
    APPROVED
    Since 2026-08-11
  • TN RA
    APPROVED
    Since 2026-07-17

Branch Locations

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

1200 Premier Dr Suite 225, Chattanooga, TN 37421 • 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 Chattanooga TN 07/2026 Present
Iowa State University Ames IA 08/2024 05/2026
Sams Club Ames IA 06/2025 08/2025
Compass Group Channahon IL 08/2023 08/2024
Fedex Romeoville IL 12/2022 05/2023
Friacos Mexican Restaurant Naperville IL 08/2022 11/2022
Chicken N Spice Shorewood IL 01/2022 06/2022
Plainfield South High School Plainfield IL 08/2018 05/2022
Ymca Plainfield IL 06/2021 08/2021
Drauden Point Middle School Plainfield IL 08/2015 05/2018
  • 07/2026 → Present
    Chattanooga, TN
  • 08/2024 → 05/2026
    Iowa State University
    Ames , IA
  • 06/2025 → 08/2025
    Sams Club
    Ames, IA
  • 08/2023 → 08/2024
    Compass Group
    Channahon, IL
  • 12/2022 → 05/2023
    Fedex
    Romeoville, IL
  • 08/2022 → 11/2022
    Friacos Mexican Restaurant
    Naperville, IL
  • 01/2022 → 06/2022
    Chicken N Spice
    Shorewood, IL
  • 08/2018 → 05/2022
    Plainfield South High School
    Plainfield, IL
  • 06/2021 → 08/2021
    Ymca
    Plainfield, IL
  • 08/2015 → 05/2018
    Drauden Point Middle School
    Plainfield, IL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-06-29
  • S65 Uniform Investment Adviser Law Examination
    2026-06-29

View on SEC IAPD

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