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

ELEVATE FINANCIAL PLANNING AND WEALTH MANAGEMENT

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, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

5

Exams

S65

First exam

Jun 28, 2024

First registration

Aug 2, 2024

Dual registered

no

Other names

Will Ohme|William Ohme

IAPD individual key

7965901

• Occurred

  Sep 19, 2024
  Advisor changed firm

  William James Ohme left Florida Financial Advisors, Llc for Elevate Financial Planning And Wealth Management (registered 2024-11-07)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d6a93c8c-e500-8b8a-ba62-9b238388be40

First observed

Aug 2, 2024

Last observed

Sep 14, 2026 4 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.