Elijah Cody Kirchmaier

Employer firm

Up Financial Usa Inc. CRD 326602

$4.13M regulatory AUM

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)

From the firm’s Form ADV. Read the guides:

Current Employers

Up Financial Usa Inc.

396 11Th Ave Sw Suite 1020, Calgary, Alberta T2R-0C5 • Canada

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2023-06-27

TX RA
APPROVED_RES

Since 2023-06-27

Branch Locations

396 11Th Ave Sw Suite 1020, Calgary, Alberta T2V 4S7 • Canada

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

Organization	City	From	To
Up Financial Usa Inc.	Calgary	04/2023	Present
Up Financial Inc.	Calgary	12/2012	Present
Up Investment Management Of Aligned Capital Partners Inc.	Calgary	11/2022	Present
Portfolio Strategies Corporation	Calgary	11/2018	11/2022
Quadrus Investments Services	Calgary	01/2012	11/2018

04/2023 → Present

Up Financial Usa Inc.

Calgary
12/2012 → Present

Up Financial Inc.

Calgary
11/2022 → Present

Up Investment Management Of Aligned Capital Partners Inc.

Calgary
11/2018 → 11/2022

Portfolio Strategies Corporation

Calgary
01/2012 → 11/2018

Quadrus Investments Services

Calgary

Other Businesses

Kauboi Outfitters. Non-Investment Related. Outfitter/Guide. 1124 Lake Sundance Crescent SE Calgary, AB. Less than 10 hours per month and no hours during securities trading hours. Up Investment Management of Aligned Capital Partners Inc. (Start Date: 11/2022 to Present) & Up Financial USA (Start Date: 12/2012 to Present): are Canadian-based financial and investment - services firm serving clients who are not US nationals and do not reside in the US. Investment Advisors and registered representatives.90% time spend during trading hours. Duties include: Director, Registered Representative, Investment Advisor, Insurance Agent & Financial Planner396 11th Ave SSuite 1020 Calgary, Alberta Canada T2V 4S7.