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Advisor at ELEVATION ADVISORY PARTNERS LLC
Leawood, KS | ORLANDO, FL
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 ADVISORY PARTNERS LLC | Independent wealth | Jun 3, 2021 | n/a | yes | Leawood, KS|ORLANDO, FL | Current employment |
| CETERA ADVISOR NETWORKS LLC | Former SEC adviser | Apr 17, 2021 | Dec 31, 2021 | no | LEAWOOD, KS|LONGWOOD, FL | Previous registration |
| SUMMIT FINANCIAL GROUP INC | Former SEC adviser | Jun 4, 2009 | May 20, 2021 | no | LEAWOOD, KS|LONGWOOD, FL | Previous registration |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Nov 27, 2006 | Jun 18, 2009 | no | LEAWOOD, KS | Previous registration |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | n/a | Aug 18, 2003 | Nov 29, 2006 | no | LIBERTY, MO|LIBERTY, MO | Previous registration |
| COMMERCE BROKERAGE SERVICES, INC | Former SEC adviser | May 20, 2003 | Aug 20, 2003 | no | INDEPENDENCE, MO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| CETERA ADVISOR NETWORKS LLC | ELEVATION ADVISORY PARTNERS LLC | Dec 31, 2021 | Jun 3, 2021 | -211 | Firm change after gap | Ibd to new firm |
| SUMMIT FINANCIAL GROUP INC | CETERA ADVISOR NETWORKS LLC | May 20, 2021 | Apr 17, 2021 | -33 | Channel change | Ibd to ibd |
| UBS FINANCIAL SERVICES INC. | SUMMIT FINANCIAL GROUP INC | Jun 18, 2009 | Jun 4, 2009 | -14 | Firm change | Other |
| BANC OF AMERICA INVESTMENT SERVICES, INC. | UBS FINANCIAL SERVICES INC. | Nov 29, 2006 | Nov 27, 2006 | -2 | Firm change | Other |
| COMMERCE BROKERAGE SERVICES, INC | BANC OF AMERICA INVESTMENT SERVICES, INC. | Aug 20, 2003 | Aug 18, 2003 | -2 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109485:13572:FL:2021-05-20 | May 20, 2021 | Apr 17, 2021 | LONGWOOD, FL | Firm change after gap |