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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-26 |
| TN | RA | APPROVED | 2025-08-21 |
| FL | RA | APPROVED | 2025-05-05 |
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 | 04/2025 | Present |
| Buckhorn High School | New Market | AL | 08/2016 | 05/2020 |
| El Monte Mexican Restaurant | Huntsville | AL | 05/2018 | 08/2020 |
| Jacksonville State University | Jacksonville | AL | 08/2020 | 08/2022 |
| Dean & Son Plumbing | Huntsville | AL | 06/2021 | 08/2021 |
| Auburn University | Auburn | AL | 08/2022 | 12/2024 |
| Robert Trent Jones Golf Trail | Opelika | AL | 09/2023 | 12/2024 |
| Elevate Financial Planning And Wealth Management | Chattanooga | TN | 05/2024 | 07/2024 |
| Amazon | Chattanooga | TN | 12/2020 | 01/2021 |
| Ups | Huntsville | AL | 12/2021 | 01/2022 |
| Unemployed | Chattanooga | TN | 01/2025 | 04/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-04-03 |
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