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 WEALTH PARTNERS, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Sep 20, 2004earliest registration or exam on IAPD

Years in industry

22derivedfrom the industry start date

Years at current firm

3derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S63|S65

First exam

Sep 20, 2004

First registration

Apr 13, 2021

Dual registered

no

Other names

MINDY ANN JONES

IAPD individual key

4794959

• Occurred

  Feb 23, 2023
  Advisor changed firm

  Mindy Ann Cook left Cambridge Investment Research Advisors, Inc. for Elevation Wealth Partners, Llc (registered 2023-02-16)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:8ed5f9e0-98f9-b9e7-b01e-bbb8b786d489

First observed

Apr 13, 2021

Last observed

Sep 14, 2026 6 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.