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

Aug 1, 2007earliest registration or exam on IAPD

Years in industry

19derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S63|S65

First exam

Jan 17, 2014

First registration

Feb 1, 2016

Dual registered

no

IAPD individual key

5436287

• Occurred

  Jul 9, 2026
  Advisor changed firm

  Patrick Ryan Keller left Inscription Capital, Llc for Elevation Point Wealth Partners, Llc (registered 2026-06-29)

  Form ADVobserved 6 days ago
• Occurred

  Jun 26, 2023
  Advisor changed firm

  Patrick Ryan Keller left Truist Advisory Services, Inc. for Inscription Capital, Llc (registered 2023-09-11)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9b242c77-c1bc-5237-779b-00c69c97afb4

First observed

Feb 1, 2016

Last observed

Sep 15, 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.