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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 2026-07-31
  • FL RA
    APPROVED
    Since 2026-07-31

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 07/2026 Present
Tennis Plaza Tampa FL 01/2025 06/2025
Under Armour Sunrise FL 05/2023 12/2025
Huey Magoos Coral Springs FL 01/2022 05/2022
Fresh Market Coral Springs FL 02/2021 12/2021
University Of South Florida Tampa FL 01/2024 06/2026
College Academy At Broward College Davie FL 08/2021 06/2023
Nova Middle School Davie FL 07/2016 06/2019
Nova High School Davie FL 08/2019 06/2021
Unemployed Tamarac FL 08/2019 05/2021
Unemployed Tamarac FL 01/2024 12/2025
Unemployed Tamarac FL 07/2019 07/2019
  • 07/2026 → Present
    Saint Petersburg, FL
  • 01/2025 → 06/2025
    Tennis Plaza
    Tampa, FL
  • 05/2023 → 12/2025
    Under Armour
    Sunrise, FL
  • 01/2022 → 05/2022
    Huey Magoos
    Coral Springs, FL
  • 02/2021 → 12/2021
    Fresh Market
    Coral Springs, FL
  • 01/2024 → 06/2026
    University Of South Florida
    Tampa, FL
  • 08/2021 → 06/2023
    College Academy At Broward College
    Davie, FL
  • 07/2016 → 06/2019
    Nova Middle School
    Davie, FL
  • 08/2019 → 06/2021
    Nova High School
    Davie, FL
  • 08/2019 → 05/2021
    Unemployed
    Tamarac, FL
  • 01/2024 → 12/2025
    Unemployed
    Tamarac, FL
  • 07/2019 → 07/2019
    Unemployed
    Tamarac, FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-10
  • S65 Uniform Investment Adviser Law Examination
    2026-07-10
Other Names
  • Derick Rojas

View on SEC IAPD

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