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 15, 2007earliest registration or exam on IAPD

Years in industry

18derivedfrom 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

Nov 15, 2007

First registration

Nov 19, 2007

Dual registered

yes, broker-dealer

Other names

THOMAS J CULLEN

IAPD individual key

5407664

• Occurred

  Oct 1, 2025
  Advisor changed firm

  Thomas Cullen left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2025-09-19)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:5fa95f6c-ac40-0431-afea-7f4fb7bc34d5

First observed

Nov 19, 2007

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.