Aidan Theodore Files

Employer firm

Elevate Financial Planning And Wealth Management CRD 329079

$107M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2026 → Present
  Elevate Financial Planning And Wealth Management Llc
  St. Petersburg, FL
• 09/2023 → 12/2025
  Florida Financial Advisors, Llc
  Tampa, FL
• 09/2023 → 08/2024
  Globe Life Insurance
  Tampa, FL
• 05/2020 → 08/2022
  Doordash
  Phoenixville, PA
• 05/2019 → 09/2019
  Wegmans
  King Of Prussia, PA
• 08/2018 → 05/2022
  Saint Joseph Prepatory School
  Philadelphia, PA
• 08/2022 → 12/2025
  The University Of Tampa
  Tampa, FL
• 08/2017 → 05/2018
  Saint Norbert Catholic School
  Paoli, PA
• 08/2015 → 05/2017
  Devon Preparatory
  Devon, PA
• 01/2026 → Present
  Elevate Insurance Agency Services Llc
  St. Petersburg, FL

Other Businesses

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

Exams

• S65 Uniform Investment Adviser Law Examination
  2025-09-25