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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 2026-08-06
  • FL RA
    APPROVED
    Since 2026-08-11
  • TN RA
    APPROVED
    Since 2026-08-06

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 08/2026 Present
Episcopal Diocese Of East Tennessee Knoxville TN 03/2024 07/2026
Boulder High School Boulder CO 01/2024 04/2024
Eldora Ski Resort Nederland CO 10/2023 12/2023
Duncan Park Episcopal Camp Ward CO 05/2023 07/2023
Copper Mountain Ski Resort Frisco CO 02/2023 04/2023
Rev Coffee Smyrna GA 11/2022 01/2023
Unemployed Smyrna GA 04/2022 11/2022
Erick Allen For Lieutenant Governor Of Georgia Atlanta GA 08/2021 03/2022
Suws Of The Carolinas Old Fort NC 05/2021 08/2021
Georgia State Senate Atlanta GA 01/2021 05/2021
Raphael Warnock For Us Senate Atlanta GA 12/2020 12/2020
Full Time Student Athens GA 08/2016 12/2020
  • 08/2026 → Present
    Chattanooga, TN
  • 03/2024 → 07/2026
    Episcopal Diocese Of East Tennessee
    Knoxville, TN
  • 01/2024 → 04/2024
    Boulder High School
    Boulder, CO
  • 10/2023 → 12/2023
    Eldora Ski Resort
    Nederland, CO
  • 05/2023 → 07/2023
    Duncan Park Episcopal Camp
    Ward, CO
  • 02/2023 → 04/2023
    Copper Mountain Ski Resort
    Frisco, CO
  • 11/2022 → 01/2023
    Rev Coffee
    Smyrna, GA
  • 04/2022 → 11/2022
    Unemployed
    Smyrna, GA
  • 08/2021 → 03/2022
    Erick Allen For Lieutenant Governor Of Georgia
    Atlanta, GA
  • 05/2021 → 08/2021
    Suws Of The Carolinas
    Old Fort, NC
  • 01/2021 → 05/2021
    Georgia State Senate
    Atlanta, GA
  • 12/2020 → 12/2020
    Raphael Warnock For Us Senate
    Atlanta, GA
  • 08/2016 → 12/2020
    Full Time Student
    Athens, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-27
  • S65 Uniform Investment Adviser Law Examination
    2026-07-27

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