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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-03-06 |
| AL | RA | APPROVED | 2026-01-26 |
| GA | RA | APPROVED | 2025-09-19 |
| TN | RA | APPROVED | 2025-08-25 |
| SC | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2024-10-22 |
Branch Locations
9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
7405 Shallowford Rd Suite 380B, Chattanooga, TN 37421 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Elevate Financial Advisors | Chattanooga | TN | 07/2024 | Present |
| Hillcrest Healthcare Communities Inc. | Knoxville | TN | 02/2021 | 06/2024 |
| Southern Grace Coffee Co. | Maryville | TN | 07/2020 | 01/2021 |
| Unemployed | Townsend | TN | 05/2020 | 06/2020 |
| Florida Department Of Children And Families | Tallahassee | FL | 01/2020 | 04/2020 |
| Redeye Coffee | Tallahassee | FL | 01/2019 | 12/2019 |
| Florida State University | Tallahassee | FL | 08/2017 | 05/2020 |
| University Of Alabama At Birmingham | Birmingham | AL | 08/2016 | 05/2017 |
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-16 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
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