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Carter Jay Bowman

Elevate Financial Planning And Wealth Management

St. Petersburg, FL

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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
FL RA APPROVED 2024-11-07
  • VA RA
    APPROVED
    Since 2026-03-06
  • FL RA
    APPROVED
    Since 2024-11-07

Branch Locations

9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • 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 Planning Saint Petersburg FL 07/2024 Present
Eastern Kentucky University Richmond KY 07/2022 Present
Wendys Bardstown KY 05/2018 07/2019
Kroger Bardstown KY 10/2021 02/2022
Bardstown City Schools Bardstown KY 01/2014 04/2018
Bardstown City Schools Bardstown KY 08/2019 09/2021
Bardstown City Schools Bardstown KY 03/2022 05/2022
Elevate Financial Planning And Wealth Management St. Peterburg FL 07/2024 Present
  • 07/2024 → Present
    Florida Financial Advisors Dba Elevate Financial Planning
    Saint Petersburg, FL
  • 07/2022 → Present
    Eastern Kentucky University
    Richmond, KY
  • 05/2018 → 07/2019
    Wendys
    Bardstown, KY
  • 10/2021 → 02/2022
    Kroger
    Bardstown, KY
  • 01/2014 → 04/2018
    Bardstown City Schools
    Bardstown, KY
  • 08/2019 → 09/2021
    Bardstown City Schools
    Bardstown, KY
  • 03/2022 → 05/2022
    Bardstown City Schools
    Bardstown, KY
  • 07/2024 → Present
    Elevate Financial Planning And Wealth Management
    St. Peterburg, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-07-13
  • S65 Uniform Investment Adviser Law Examination
    2024-07-13
Other Names
  • Carter Bowman

View on SEC IAPD

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Other Offices

RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · SAINT PETERSBURG, FL
RAYMOND JAMES & ASSOCIATES, INC. · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST. PETERSBURG, FL
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · ST.PETERSBURG, FL
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RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Saint Petersburg, FL
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