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

Nov 19, 1993earliest registration or exam on IAPD

Years in industry

32derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S65|S63

First exam

Nov 19, 1993

First registration

Mar 4, 1998

Dual registered

no

Other names

BRAD SMITHY

IAPD individual key

2404139

• Occurred

  Jul 30, 2024
  Advisor changed firm

  Bradford Wayne Smithy left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2024-08-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:3fe424fe-8338-ccf7-466e-4b0d280411d0

First observed

Mar 4, 1998

Last observed

Sep 14, 2026 5 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.