Best Investors Account Sign in
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 2026-06-08
  • FL RA
    APPROVED
    Since 2026-06-08

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 06/2026 Present
Vanderbilt University Nashville TN 08/2025 05/2026
Hart Middle School Pleasanton CA 07/2013 06/2017
Foothill High School Pleasanton CA 07/2017 06/2021
Northern California Referee Association Pleasanton CA 05/2016 05/2019
Polo Ralph Lauren Livermore CA 02/2020 12/2020
Doordash Danville CA 01/2021 12/2022
The North Face Livermore CA 06/2022 08/2022
University Of California, Riverside Riverside CA 09/2021 07/2025
Vaquero Capital Llc San Francisco CA 07/2023 08/2023
  • 06/2026 → Present
    Saint Petersburg, FL
  • 08/2025 → 05/2026
    Vanderbilt University
    Nashville, TN
  • 07/2013 → 06/2017
    Hart Middle School
    Pleasanton, CA
  • 07/2017 → 06/2021
    Foothill High School
    Pleasanton, CA
  • 05/2016 → 05/2019
    Northern California Referee Association
    Pleasanton, CA
  • 02/2020 → 12/2020
    Polo Ralph Lauren
    Livermore, CA
  • 01/2021 → 12/2022
    Doordash
    Danville, CA
  • 06/2022 → 08/2022
    The North Face
    Livermore, CA
  • 09/2021 → 07/2025
    University Of California, Riverside
    Riverside, CA
  • 07/2023 → 08/2023
    Vaquero Capital Llc
    San Francisco, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-04-03
S63 Uniform Securities Agent State Law Examination 2023-08-01
  • S65 Uniform Investment Adviser Law Examination
    2026-04-03
  • S63 Uniform Securities Agent State Law Examination
    2023-08-01

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in St. Petersburg, FL

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor