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Advisor at ELEVATE WEALTH MANAGEMENT
SHERIDAN, WY | LITTLETON, CO
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 |
|---|---|---|---|---|---|---|
| ELEVATE WEALTH MANAGEMENT | Independent wealth | Aug 6, 2025 | n/a | yes | LITTLETON, CO|SHERIDAN, WY | Current employment |
| FRONTIER ASSET MANAGEMENT, LLC | Mixed wealth | Mar 16, 2025 | Nov 19, 2025 | no | SHERIDAN, WY | Previous registration |
| Potomac | Asset manager | Feb 22, 2023 | Feb 27, 2025 | no | BETHESDA, MD|LITTLETON, CO | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| FRONTIER ASSET MANAGEMENT, LLC | ELEVATE WEALTH MANAGEMENT | Nov 19, 2025 | Aug 6, 2025 | -105 | Firm change after gap | RIA to new firm |
| Potomac | FRONTIER ASSET MANAGEMENT, LLC | Feb 27, 2025 | Mar 16, 2025 | 17 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 109910:336710:WY:2025-11-19 | Nov 19, 2025 | Aug 6, 2025 | SHERIDAN, WY | Firm change after gap |