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Gary Stoller

Elevate Wealth Advisory, Inc.

Athens, GA

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Current Employers
Elevate Wealth Advisory, Inc.

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2024-07-22
  • GA RA
    APPROVED
    Since 2024-07-22

Branch Locations

2500 Daniells Bridge Rd Building 200, Suite 2B, Athens, GA 30606 • 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
Southern Hills Financial Jefferson GA 11/2010 06/2020
Ets Financial Hoschton GA 07/2020 07/2024
Elevate Wealth Advisory, Inc Athens GA 07/2024 Present
  • 11/2010 → 06/2020
    Southern Hills Financial
    Jefferson, GA
  • 07/2020 → 07/2024
    Ets Financial
    Hoschton, GA
  • 07/2024 → Present
    Elevate Wealth Advisory, Inc
    Athens, GA
Previous Registrations
Other Businesses

Southern Hills Financial, 0 hours/week, passively receive insurance renewals and bonuses, paid directly to the corporation.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-07
  • S65 Uniform Investment Adviser Law Examination
    2024-05-07

View on SEC IAPD

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Other Offices

CANNON FINANCIAL STRATEGISTS, INC. · ATHENS, GA
PARK AVENUE SECURITIES LLC · Athens, GA
ELWOOD & GOETZ · ATHENS, GA
LPL FINANCIAL LLC · ATHENS, GA
EDWARD JONES · ATHENS, GA
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Athens, GA
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