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

ELEVATE WEALTH ADVISORS, LLC

Current firm class

state registeredderived

Book size

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

Industry start

Jan 1, 2012earliest registration or exam on IAPD

Years in industry

14derivedfrom 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 8, 2020

First registration

Jan 25, 2021

Dual registered

no

Other names

JASON ROTMAN

IAPD individual key

7266882

• Occurred

  Apr 9, 2025
  Advisor changed firm

  Jason Michael Rotman left Elevate Capital Group, Llc for Elevate Wealth Advisors, Llc (registered 2025-05-02)

  Form ADVobserved 6 days ago
• Occurred

  Apr 1, 2024
  Advisor changed firm

  Jason Michael Rotman left Park Avenue Securities Llc for Elevate Capital Group, Llc (registered 2024-09-26)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:435e913c-78c5-e726-9489-6c91ab5bef2f

First observed

Jan 25, 2021

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.