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Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-06-17
  • FL RA
    APPROVED
    Since 2026-06-17

Branch Locations

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

1560 Park Lane, Suite 1, Fernandina Beach, FL 32034 • 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
Riverplace Capital Management Inc Jacksonville FL 02/2018 06/2026
Advantage Dermatology Jacksonville FL 07/2017 09/2017
Regions Bank Jacksonville FL 09/2012 07/2017
Self Employed Jacksonville FL 10/2017 01/2018
Elevation Point Wealth Partners Fernandina Beach FL 06/2026 Present
  • 02/2018 → 06/2026
    Jacksonville, FL
  • 07/2017 → 09/2017
    Advantage Dermatology
    Jacksonville, FL
  • 09/2012 → 07/2017
    Regions Bank
    Jacksonville, FL
  • 10/2017 → 01/2018
    Self Employed
    Jacksonville, FL
  • 06/2026 → Present
    Elevation Point Wealth Partners
    Fernandina Beach, FL
Previous Registrations
Other Businesses

ACTIVITY 1 - DOWNTOWN INVESTMENT AUTHORITY Business Address: 117 W Duval Street, Suite 310, Jacksonville, FL 32202 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Vice Chair Start Date: 03/2024 Nature of Business: Independent agency of the City of Jacksonville. Reviews development incentive packages and pro formas in the downtown tax increment districts, administers and reinvests tax increment revenue to promote economic development, and returns non-revenue-generating parcels to productive use. Approximate hours/month: 15 Approximate hours/month during trading hours: 5 Description of Duties: Board member of the Downtown Investment Authority since 2024, currently serving as Vice Chair of the Board. Attend and participate in board and committee meetings, review board and budget materials, and vote on matters before the Board. Committee assignments are set annually by the Board Chair. No investment authority. Compensated? No ACTIVITY 2 - JACKSONVILLE SPEECH & HEARING CENTER Business Address: 1010 N Davis Street, Suite 101, Jacksonville, FL 32209 Is the OBA investment-related? Yes Position/Title/Relationship: Board Member; Chair-Elect Start Date: 09/2019 Nature of Business: Nonprofit (501(c)(3)) speech and hearing health clinic. Approximate hours/month: 10 Approximate hours/month during trading hours: 10 Description of Duties: Board member and Chair-Elect. Serve on the Center's Investment Committee, which meets quarterly with the Center's third-party investment manager and provides oversight to confirm the manager is adhering to the Center's Investment Policy Statement. Provide no securities advice or investment recommendations. Compensated? No

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-04-20
  • S65 Uniform Investment Adviser Law Examination
    2018-04-20

View on SEC IAPD

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