Lori Darlene Powell

Employer firm

Elevage Partners, LLC CRD 158386

$155M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)

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

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

Current Employers

Employment History

• 12/2010 → 01/2021
  Nationwide Investment Services Corporation
  Columbus, OH
• 03/2021 → Present
  Elevage Partners, Llc
  San Diego, CA

Previous Registrations

• 2016-03-10 → 2021-01-05
  Nationwide Investment Advisors, Llc
  Columbus, OH
• 2012-09-25 → 2016-03-21
  Nationwide Securities, Llc
  Columbus, OH
• 2010-04-07 → 2011-01-06
  Valic Financial Advisors, Inc.
  Houston, TX
• 2009-03-31 → 2009-05-29
  Guggenheim Investments
  Napa, CA
  New York, NY

Exams

• S65 Uniform Investment Adviser Law Examination
  2009-03-05
• S63 Uniform Securities Agent State Law Examination
  1988-04-27

Other Names

• Lori Darlene Miser
• Lori Darlene Miser