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Advisor at ELLEVATE ADVISORS
TULSA, OK
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 |
|---|---|---|---|---|---|---|
| ELLEVATE ADVISORS | State registered | Jan 18, 2022 | n/a | yes | TULSA, OK | Current employment |
| SAGEOAK FINANCIAL, LLC | Independent wealth | Sep 24, 2018 | Jan 7, 2021 | no | TULSA, OK | Previous registration |
| AMERIPRISE FINANCIAL SERVICES, LLC | National bd RIA | Jul 14, 2015 | Sep 19, 2018 | no | Tulsa, OK | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| SAGEOAK FINANCIAL, LLC | ELLEVATE ADVISORS | Jan 7, 2021 | Jan 18, 2022 | 376 | Firm change | RIA to state RIA |
| AMERIPRISE FINANCIAL SERVICES, LLC | SAGEOAK FINANCIAL, LLC | Sep 19, 2018 | Sep 24, 2018 | 5 | Firm change | Ibd to RIA |