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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63|S66

First exam

May 24, 2021

First registration

May 10, 2024

Dual registered

no

Other names

Natalie Lauren Quinn

IAPD individual key

7288310

• Occurred

  Jan 20, 2026
  Advisor changed firm

  Natalie Lauren Quinn left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2026-01-15)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:9dcee1ba-b85b-52fa-f1fa-c02af911a138

First observed

May 10, 2024

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.