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Inactive

John Conner Dallin

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 2026-08-20
  • FL RA
    APPROVED
    Since 2026-08-20

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
Sora Sushi And Bar Chapel Hill NC 02/2026 06/2026
Alumni Hall Chapel Hill NC 07/2023 01/2026
University Of North Carolina At Chapel Hill Chapel Hill NC 08/2021 05/2025
East Lincoln High School Denver NC 08/2017 06/2021
East Lincoln Middle School Denver NC 08/2015 06/2017
  • 08/2026 → Present
    Elevate Financial Planning And Wealth Management
    Saint Petersburg, FL
  • 02/2026 → 06/2026
    Sora Sushi And Bar
    Chapel Hill, NC
  • 07/2023 → 01/2026
    Alumni Hall
    Chapel Hill, NC
  • 08/2021 → 05/2025
    University Of North Carolina At Chapel Hill
    Chapel Hill, NC
  • 08/2017 → 06/2021
    East Lincoln High School
    Denver, NC
  • 08/2015 → 06/2017
    East Lincoln Middle School
    Denver, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-07-22
  • S65 Uniform Investment Adviser Law Examination
    2026-07-22
Other Names
  • John Dallin

View on SEC IAPD

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