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.

Current firm

ELEVATION POINT WEALTH PARTNERS, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Dec 20, 2001earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Exams

S66

First exam

Dec 20, 2001

First registration

Nov 12, 2010

Dual registered

yes, broker-dealer

Other names

ASHLEY CROSS BLANC|ASHLEY CROSS CROSS BLANC

IAPD individual key

4237431

• Occurred

  Jun 30, 2025
  Advisor changed firm

  Ashley Cross Blanc left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2025-06-19)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:25d9250e-4902-3fe2-716f-9fb0cc7d6634

First observed

Nov 12, 2010

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.