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

Mar 29, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Mar 29, 2002

First registration

Jan 22, 2014

Dual registered

no

IAPD individual key

4471166

• Occurred

  Sep 30, 2025
  Advisor changed firm

  Jennifer Joy Smith left Triton Wealth for Elevation Point Wealth Partners, Llc (registered 2025-04-03)

  Form ADVobserved 4 days ago
• Occurred

  Dec 31, 2022
  Advisor changed firm

  Jennifer Joy Smith left Cambridge Investment Research Advisors, Inc. for Triton Wealth (registered 2022-10-03)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:e17c3628-81e3-26b4-b34d-8dcd8befb0f6

First observed

Jan 22, 2014

Last observed

Sep 15, 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.