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

Jul 3, 1980earliest registration or exam on IAPD

Years in industry

46derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Exams

S63|S66

First exam

Jul 3, 1980

First registration

May 31, 2005

Dual registered

no

Other names

KATHLEEN RUTH BURKE|KATHLEEN RUTH CATON

IAPD individual key

709237

• Occurred

  Oct 1, 2025
  Advisor changed firm

  Kathleen Caton Burke left Ubs Financial Services Inc. for Elevation Point Wealth Partners, Llc (registered 2025-09-29)

  Form ADVobserved 3 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:dd81093e-a9ba-e897-50c0-99e134a96482

First observed

May 31, 2005

Last observed

Sep 14, 2026 5 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.