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Advisor at ELEVATION POINT WEALTH PARTNERS, LLC
DENVER, CO | Alpharetta, GA
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 |
|---|---|---|---|---|---|---|
| ELEVATION POINT WEALTH PARTNERS, LLC | Independent wealth | Jan 9, 2026 | n/a | yes | Alpharetta, GA|DENVER, CO | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Feb 2, 2024 | Jan 20, 2026 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | ELEVATION POINT WEALTH PARTNERS, LLC | Jan 20, 2026 | Jan 9, 2026 | -11 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:137068:GA:2026-01-20 | Jan 20, 2026 | Jan 9, 2026 | ATLANTA, GA | Firm change |