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, 2016earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

6

Exams

S63|S65

First exam

Jul 1, 2024

First registration

Jul 11, 2024

Dual registered

no

IAPD individual key

7955298

• Occurred

  Sep 19, 2024
  Advisor changed firm

  Dylan Paskell left Florida Financial Advisors, Llc for Elevate Financial Planning And Wealth Management (registered 2024-10-22)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:ebbbfa36-24e8-87e9-d952-059d242705e0

First observed

Jul 11, 2024

Last observed

Sep 15, 2026 6 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.