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116 Agnes Rd. Suite 200, Knoxville, TN 37919 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OR | RA | APPROVED | 2025-08-25 |
| TN | RA | APPROVED | 2025-06-27 |
Branch Locations
116 Agnes Rd. Suite 200, Knoxville, TN 37919 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevation Capital Advisory, Llc | Bend | OR | 05/2018 | 12/2023 |
| Elevation Capital Strategies, Inc. | Bend | OR | 04/2018 | 06/2025 |
| M Financial Group | Portland | OR | 06/2008 | 03/2018 |
| Oppna Wealth Llc | Knoxville | TN | 03/2025 | Present |
| Oppna Wealth Llc | Knoxville | TN | 06/2025 | Present |
| Elevation Capital Advisory, Llc | Bend | OR | 08/2024 | 06/2025 |
Oppna Wealth LLC.; Investment Related; Insurance Agent; Fixed Insurance Sales; Started 06/2025; Approximately 10% of time spent.
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