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9400 4Th Street N Suite 201, St. Petersburg, FL 33702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2025-12-08 |
| GA | RA | APPROVED | 2025-10-01 |
| SC | RA | APPROVED | 2025-08-24 |
| FL | RA | APPROVED | 2024-11-07 |
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 |
|---|---|---|---|---|
| Florida Financial Advisors Dba Elevate Financial Planning | Saint Petersburg | FL | 07/2024 | 09/2024 |
| Unf Coggin College Of Buisness | Jacksonville | FL | 08/2021 | 06/2024 |
| Unf | Jacksonville | FL | 08/2018 | 08/2021 |
| Newsome High School | Lithia | FL | 08/2014 | 06/2018 |
| Elevate Financial Planning And Wealth Management | St. Petersburg | FL | 07/2024 | Present |
| Trinity Wealth Securities, Llc | Saint Petersburg | FL | 06/2025 | Present |
Elevate Financial Planning & Wealth Management. Non Investment related. Saint Petersburg, FL. Fixed Insurance Sales. licensed agent. 03/2024. Hours per month: 10. Hours during trading hours: 10. Fixed insurance sales Trinity Wealth Securities, LLC. Investment Related. City, State. Nature of Business: Securities Sales. Position: Securities Sales. Start Date: 06/2025. Hours per Month: 160. Hours per Month During Trading Hours: 160. Investment Related Activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-06-28 |
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