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Current Employers
Elevate Financial Planning And Wealth Management

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States

Current Registrations

AuthorityCategoryStatusDate
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
  • VA RA
    APPROVED
    Since 2026-03-06
  • AL RA
    APPROVED
    Since 2026-01-26
  • GA RA
    APPROVED
    Since 2025-09-19
  • TN RA
    APPROVED
    Since 2025-08-25
  • SC RA
    APPROVED
    Since 2025-08-24
  • FL RA
    APPROVED
    Since 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

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
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
  • 07/2024 → Present
    Florida Financial Advisors Dba Elevate Financial Advisors
    Chattanooga, TN
  • 02/2021 → 06/2024
    Hillcrest Healthcare Communities Inc.
    Knoxville, TN
  • 07/2020 → 01/2021
    Southern Grace Coffee Co.
    Maryville, TN
  • 05/2020 → 06/2020
    Unemployed
    Townsend, TN
  • 01/2020 → 04/2020
    Florida Department Of Children And Families
    Tallahassee, FL
  • 01/2019 → 12/2019
    Redeye Coffee
    Tallahassee, FL
  • 08/2017 → 05/2020
    Florida State University
    Tallahassee, FL
  • 08/2016 → 05/2017
    University Of Alabama At Birmingham
    Birmingham, AL
  • 07/2024 → Present
    St. Petersburg, FL
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-08-16
S65 Uniform Investment Adviser Law Examination 2024-07-01
  • S63 Uniform Securities Agent State Law Examination
    2024-08-16
  • S65 Uniform Investment Adviser Law Examination
    2024-07-01

View on SEC IAPD

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