Weston Turner Walker

$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
AL	RA	APPROVED	2026-01-26
TN	RA	APPROVED	2025-08-21
FL	RA	APPROVED	2025-05-05

Branch Locations

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

04/2025 → Present

Elevate Financial Planning And Wealth Management

Chattanooga, TN
08/2016 → 05/2020

Buckhorn High School

New Market, AL
05/2018 → 08/2020

El Monte Mexican Restaurant

Huntsville, AL
08/2020 → 08/2022

Jacksonville State University

Jacksonville, AL
06/2021 → 08/2021

Dean & Son Plumbing

Huntsville, AL
08/2022 → 12/2024

Auburn University

Auburn, AL
09/2023 → 12/2024

Robert Trent Jones Golf Trail

Opelika, AL
05/2024 → 07/2024

Elevate Financial Planning And Wealth Management

Chattanooga, TN
12/2020 → 01/2021

Amazon

Chattanooga, TN
12/2021 → 01/2022

Ups

Huntsville, AL
01/2025 → 04/2025

Unemployed

Chattanooga, TN

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2025-04-03

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