Anthony Patten has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 2026, and is not listed among the firm’s executive officers or direct owners.
Elevate Financial Planning and Wealth Management LLC is a St. Petersburg, FL firm with $107M under management, 457 clients and 36 advisers across 2 offices, as of its June 2026 filing.
- – present · under a yearMaryville, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Anthony Patten is registered as an investment adviser representative in 2 states. The first approvals date from August 2026; the most recent is Florida, in September 2026.
- FloridaSince 24 September 2026
- TennesseeSince 11 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 10 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8011852
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 200 E Broadway Ave, Ste 506, Maryville, TN 37804
- Registration
- Investment adviser registration
- In the industry since
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Anthony Patten work?
Anthony Patten is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is Anthony Patten a financial advisor?
Yes. Anthony Patten has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since August 2026.
How many years of experience does Anthony Patten have?
Anthony Patten has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has Anthony Patten passed?
Anthony Patten passed the Series 65 in July 2026.
Where is Anthony Patten based?
Anthony Patten’s registered office is in Maryville, TN.
Is Anthony Patten registered with FINRA?
No. Anthony Patten has no current broker registration.
How can I verify Anthony Patten’s record?
Search CRD 8011852 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Anthony Patten’s full registration record.
