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Advisor at ELEVATED FINANCIAL GROUP
INDIANAPOLIS, IN
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 |
|---|---|---|---|---|---|---|
| ELEVATED FINANCIAL GROUP | Independent wealth | Jan 10, 2025 | n/a | yes | INDIANAPOLIS, IN | Current employment |
| INVST, LLC | Independent wealth | Aug 8, 2016 | Dec 20, 2024 | no | INDIANAPOLIS, IN | Previous registration |
| PARK AVENUE SECURITIES LLC | Bd affiliated wealth | Oct 12, 2010 | Aug 18, 2016 | no | INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN|INDIANAPOLIS, IN | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| INVST, LLC | ELEVATED FINANCIAL GROUP | Dec 20, 2024 | Jan 10, 2025 | 21 | Firm change | RIA to new firm |
| PARK AVENUE SECURITIES LLC | INVST, LLC | Aug 18, 2016 | Aug 8, 2016 | -10 | Firm change | Other |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 282863:334353:IN:2024-12-20 | Dec 20, 2024 | Jan 10, 2025 | INDIANAPOLIS, IN | Firm change |