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Advisor at ELEVATION POINT WEALTH PARTNERS, LLC
DENVER, CO | Atlanta, 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 | Feb 16, 2026 | n/a | yes | DENVER, CO|Atlanta, GA | Current employment |
| UBS FINANCIAL SERVICES INC. | Wirehouse | Jan 5, 2015 | Feb 24, 2026 | no | ATLANTA, GA|Marietta, GA | Previous registration |
| CREDIT SUISSE SECURITIES (USA) LLC | Former SEC adviser | Dec 3, 2008 | Dec 22, 2015 | no | ATLANTA, GA | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| UBS FINANCIAL SERVICES INC. | ELEVATION POINT WEALTH PARTNERS, LLC | Feb 24, 2026 | Feb 16, 2026 | -8 | Firm change | Wirehouse to RIA |
| CREDIT SUISSE SECURITIES (USA) LLC | UBS FINANCIAL SERVICES INC. | Dec 22, 2015 | Jan 5, 2015 | -351 | Bulk transfer | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 8174:137068:GA:2026-02-24 | Feb 24, 2026 | Feb 16, 2026 | MARIETTA, GA | Firm change |