Cade Scarborough has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 2025, 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 · 1 yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Cade Scarborough is registered as an investment adviser representative in 2 states. The first approvals date from August 2025; the most recent is Texas, in December 2025.
- FloridaSince 26 August 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 16 July 2025 |
| SIE | Securities Industry Essentials Examination | 4 April 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8145867
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 9400 4TH STREET N, SUITE 201, St. Petersburg, FL 33702
- Registration
- Investment adviser registration
- In the industry since
- August 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Cade Scarborough work?
Cade Scarborough is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cade Scarborough a financial advisor?
Yes. Cade Scarborough has a current investment-adviser registration in Florida and Texas, through Elevate Financial Planning and Wealth Management since August 2025.
How many years of experience does Cade Scarborough have?
Cade Scarborough has 1 year in the financial industry, since August 2025, across 1 adviser firm.
What exams has Cade Scarborough passed?
Cade Scarborough has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in April 2025.
Where is Cade Scarborough based?
Cade Scarborough’s registered office is in St. Petersburg, FL.
Is Cade Scarborough registered with FINRA?
No. Cade Scarborough has no current broker registration.
How can I verify Cade Scarborough’s record?
Search CRD 8145867 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cade Scarborough’s full registration record.
