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Advisor at ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN
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 |
|---|---|---|---|---|---|---|
| ELEVATED FINANCIAL GROUP | Independent wealth | Nov 12, 2025 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| INVST, LLC | Independent wealth | May 2, 2018 | Nov 17, 2025 | no | INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVST, LLC | ELEVATED FINANCIAL GROUP | Nov 17, 2025 | Nov 12, 2025 | -5 | Firm change | RIA to RIA |