Best Investors
Account
Sign in
Best Investors
Account
Sign in
Elevate Financial Planning And Wealth Management CRD 329079
$107M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-08 |
| GA | RA | APPROVED | 2025-09-25 |
| PA | RA | APPROVED | 2025-09-15 |
| FL | RA | APPROVED | 2025-02-17 |
| TN | RA | APPROVED | 2025-02-10 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Road Suite #380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 01/2025 | Present |
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 05/2024 | 07/2024 |
| Charter Communications | Stamford | CT | 05/2023 | 08/2023 |
| Della Cucina | Hillsdale | NJ | 06/2020 | 12/2022 |
| Unemployed | River Vale | NJ | 02/2015 | 03/2020 |
| Auburn University | Auburn | AL | 08/2021 | Present |
| Blue Moose Burgers & Wings | Chattanooga | TN | 07/2025 | Present |
Not business-related 7305 Amin Dr, Chattanooga, TN 37421 Restaurant Server 40 hours per month No hours during securities trading taking peoples order, serving them food, and making sure their time at the restaurant is enjoyable
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-08-14 |
Reach out to this advisor