DFX Intelligence

Data Factory

RIA / WealthAdvisor17 years in industry

CAITLIN ELIZABETH DOUGLAS

Advisor at ELEVATION POINT WEALTH PARTNERS, LLC

DENVER, CO | Sykesville, MD

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:5f4a4de0-a060-e760-6168-eb9dadaa9e27

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 12:31 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: Apr 20, 2009 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Apr 18, 2009earliest registration or exam on IAPD
Years in industry: 17derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Apr 18, 2009
First registration: Apr 20, 2009
Dual registered: no
Other names: CAITLIN E LINK|CAITLIN Elizabeth LINK
IAPD individual key: 5204501

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
ELEVATION POINT WEALTH PARTNERS, LLC	Independent wealth	Jan 1, 2025	n/a	yes	DENVER, CO\|Sykesville, MD	Current employment
DYNASTY WEALTH MANAGEMENT, LLC	Asset manager	Sep 23, 2021	Sep 27, 2024	no	SYKESVILLE, MD\|ST. PETERSBURG, FL\|Sykesville, MD	Previous registration
DYNASTY WEALTH MANAGEMENT, LLC	Asset manager	Jun 5, 2020	Dec 31, 2020	no	SYKESVILLE, MD\|ST. PETERSBURG, FL	Previous registration
PLANNING SOLUTIONS GROUP, LLC	Former SEC adviser	Oct 11, 2018	Nov 26, 2018	no	FULTON, MD	Previous registration
KEENEY FINANCIAL GROUP INC.	Former SEC adviser	Nov 13, 2015	Oct 3, 2018	no	COLUMBIA, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Aug 23, 2012	Nov 19, 2015	no	COLUMBIA, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Apr 20, 2009	Oct 6, 2010	no	ROCKVILLE, MD\|COLUMBIA, MD	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
DYNASTY WEALTH MANAGEMENT, LLC	ELEVATION POINT WEALTH PARTNERS, LLC	Sep 27, 2024	Jan 1, 2025	96	Firm change	Other
PLANNING SOLUTIONS GROUP, LLC	DYNASTY WEALTH MANAGEMENT, LLC	Nov 26, 2018	Jun 5, 2020	557	Firm change after gap	Other
KEENEY FINANCIAL GROUP INC.	PLANNING SOLUTIONS GROUP, LLC	Oct 3, 2018	Oct 11, 2018	8	Firm change	RIA to RIA
LPL FINANCIAL LLC	KEENEY FINANCIAL GROUP INC.	Nov 19, 2015	Nov 13, 2015	-6	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
6413:281333:MD:2015-11-19	Nov 19, 2015	Nov 13, 2015	COLUMBIA, MD	Firm change

Relationships

Registered with (5)

→ ELEVATION POINT WEALTH PARTNERS, LLCRegistered adviserregistration: current employment
Jan 1, 2025 to presentfactForm ADV
→ DYNASTY WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Sep 23, 2021 to Sep 27, 2024factForm ADV
→ PLANNING SOLUTIONS GROUP, LLCRegistered adviserregistration: previous registration
Oct 11, 2018 to Nov 26, 2018factForm ADV
→ KEENEY FINANCIAL GROUP INC.Registered adviserregistration: previous registration
Nov 13, 2015 to Oct 3, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Aug 23, 2012 to Nov 19, 2015factForm ADV

Dated events

Occurred
Sep 27, 2024
Advisor changed firm
Caitlin Elizabeth Douglas left Dynasty Wealth Management, Llc for Elevation Point Wealth Partners, Llc (registered 2025-01-01)
Form ADVobserved 3 days ago