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Michael Jr. John Angus

Elevation Capital Advisory

Bend, OR

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Current Employers
Elevation Capital Advisory

775 Sw Bonnett Way Suite 220, Bend, OR 97702 • United States

Current Registrations

AuthorityCategoryStatusDate
OR RA APPROVED 2024-08-20
  • OR RA
    APPROVED
    Since 2024-08-20

Branch Locations

775 Sw Bonnett Way Suite 220, Bend, OR 97702 • 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
Merit Wealth Management, Llc Bend OR 01/2018 12/2018
Merit Wealth Management, Llc Bend OR 01/2017 12/2018
Sweet Tooth Candy Shoppe Bend OR 07/2012 12/2016
G5 Search Marketing Bend OR 07/2018 12/2021
Elevation Capital Advisory Bend OR 01/2022 Present
  • 01/2018 → 12/2018
    Merit Wealth Management, Llc
    Bend, OR
  • 01/2017 → 12/2018
    Merit Wealth Management, Llc
    Bend, OR
  • 07/2012 → 12/2016
    Sweet Tooth Candy Shoppe
    Bend, OR
  • 07/2018 → 12/2021
    G5 Search Marketing
    Bend, OR
  • 01/2022 → Present
    Elevation Capital Advisory
    Bend, OR
Previous Registrations
  • 2022-01-11 → 2023-12-31
    Elevation Capital Advisory
    Bend, OR
  • 2018-03-02 → 2018-12-27
    Merit Wealth Management, Llc
    Franklin, TN
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-11-22
  • S65 Uniform Investment Adviser Law Examination
    2021-11-22
Other Names
  • Michael Jr. John Angus
  • Michael John Angus

View on SEC IAPD

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CETERA INVESTMENT ADVISERS LLC

Other Investors

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JOHN GRANT ASPELL
Kyle Turner
MARK ANDREW REIFSCHNEIDER
LESLIE DAWN LAMOTTE
ANNA Meiners Hansen
JOHN PAUL LORENZ

Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · Bend, OR
PROSPERA FINANCIAL SERVICES, INC. · Bend, OR
MORGAN STANLEY · Bend, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, LLC · BEND, OR
CAPSTONE WEALTH MANAGEMENT GROUP, INC. · BEND, OR
PORTLAND PRIVATE WEALTH MANAGEMENT, INC. · Bend, OR

More in Bend, OR

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