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Inactive

Milton Lance Bolton

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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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 2026-08-13
  • FL RA
    APPROVED
    Since 2026-08-13

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 08/2026 Present
Mellow Mushroom Jacksonville FL 07/2022 06/2026
University Of North Florida Jacksonville FL 08/2024 05/2026
Urban Air Trampoline Park Jacksonville FL 06/2020 06/2022
Unemployed Jacksonville FL 01/2016 05/2020
  • 08/2026 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg , FL
  • 07/2022 → 06/2026
    Mellow Mushroom
    Jacksonville , FL
  • 08/2024 → 05/2026
    University Of North Florida
    Jacksonville , FL
  • 06/2020 → 06/2022
    Urban Air Trampoline Park
    Jacksonville , FL
  • 01/2016 → 05/2020
    Unemployed
    Jacksonville , FL
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22
Other Names
  • Milton Bolton

View on SEC IAPD

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