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Advisor at ELEVATE CAPITAL ADVISORS
EAGLE, CO | Las Vegas, NV
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 |
|---|---|---|---|---|---|---|
| ELEVATE CAPITAL ADVISORS | Independent wealth | Jan 1, 2025 | n/a | yes | Las Vegas, NV|EAGLE, CO | Current employment |
| LPL FINANCIAL LLC | Bd affiliated wealth | Aug 25, 2020 | Mar 8, 2022 | no | GREENWOOD, CO|Avon, CO | Previous registration |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | Other adviser | Jul 12, 2016 | Oct 31, 2016 | no | DENVER, CO | Previous registration |
| PROVENANCE WEALTH ADVISORS | Independent wealth | Jul 23, 2010 | Sep 13, 2010 | no | FT LAUDERDALE, FL | Previous registration |
| WALNUT STREET SECURITIES, INC. | Former SEC adviser | Apr 14, 2010 | Sep 14, 2010 | no | FORT LAUDERDALE, FL | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| LPL FINANCIAL LLC | ELEVATE CAPITAL ADVISORS | Mar 8, 2022 | Jan 1, 2025 | 1,030 | Firm change after gap | RIA to RIA |
| ALPHA CAPITAL MANAGEMENT GROUP LLC | LPL FINANCIAL LLC | Oct 31, 2016 | Aug 25, 2020 | 1,394 | Firm change after gap | Other |
| WALNUT STREET SECURITIES, INC. | PROVENANCE WEALTH ADVISORS | Sep 14, 2010 | Jul 23, 2010 | -53 | Firm change after gap | Other |
| PROVENANCE WEALTH ADVISORS | ALPHA CAPITAL MANAGEMENT GROUP LLC | Sep 13, 2010 | Jul 12, 2016 | 2,129 | Firm change after gap | Other |