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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-20 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Elevate Financial Planning And Wealth Management Llc | St. Petersburg | FL | 01/2026 | Present |
| Florida Financial Advisors, Llc | Tampa | FL | 09/2023 | 12/2025 |
| Globe Life Insurance | Tampa | FL | 09/2023 | 08/2024 |
| Doordash | Phoenixville | PA | 05/2020 | 08/2022 |
| Wegmans | King Of Prussia | PA | 05/2019 | 09/2019 |
| Saint Joseph Prepatory School | Philadelphia | PA | 08/2018 | 05/2022 |
| The University Of Tampa | Tampa | FL | 08/2022 | 12/2025 |
| Saint Norbert Catholic School | Paoli | PA | 08/2017 | 05/2018 |
| Devon Preparatory | Devon | PA | 08/2015 | 05/2017 |
| Elevate Insurance Agency Services Llc | St. Petersburg | FL | 01/2026 | Present |
Elevate Insurance Agency Services LLC. Investment Related. St. Petersburg, FL. Fixed Insurance Sales-Health, Life & Variable Annuity. Financial Consultant. 01/2026. Hours per Month: 160 hours of which 160 hours are during trading. Duties: fixed insurance sales
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-25 |
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