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Advisor at ELEVATION POINT WEALTH PARTNERS, LLC
Aitkin, MN | DENVER, CO
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Apr 3, 2025 | n/a | yes | DENVER, CO|Aitkin, MN | Current employment |
| TRITON WEALTH | Former SEC adviser | Oct 3, 2022 | Sep 30, 2025 | no | AITKIN, MN | Previous registration |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Bd affiliated wealth | Aug 16, 2012 | Dec 31, 2022 | no | AITKIN, MN|Crosslake, MN|Aitkin, MN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Jun 19, 2009 | Aug 17, 2012 | no | AITKIN, MN | Previous registration |
| WELLS FARGO ADVISORS | Wirehouse | Nov 12, 2008 | Jun 19, 2009 | no | BAXTER, MN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| TRITON WEALTH | ELEVATION POINT WEALTH PARTNERS, LLC | Sep 30, 2025 | Apr 3, 2025 | -180 | Firm change after gap | RIA to RIA |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | TRITON WEALTH | Dec 31, 2022 | Oct 3, 2022 | -89 | Firm change after gap | Ibd to new firm |
| WELLS FARGO ADVISORS | CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | Aug 17, 2012 | Aug 16, 2012 | -1 | Firm change | Other |
| WELLS FARGO ADVISORS | WELLS FARGO ADVISORS | Jun 19, 2009 | Jun 19, 2009 | 0 | Channel change | Wirehouse to wirehouse |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 323255:137068:MN:2025-09-30 | Sep 30, 2025 | Apr 3, 2025 | AITKIN, MN | Firm change after gap |
| 134139:323255:MN:2022-12-31 | Dec 31, 2022 | Oct 3, 2022 | AITKIN, MN | Firm change after gap |