Cole Carson has been an investment adviser representative at Elevate Financial Planning and Wealth Management since June 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
Cole Carson is registered as an investment adviser representative in 3 states. The first approvals date from June 2025; the most recent is Texas, in December 2025.
- FloridaSince 19 June 2025
- GeorgiaSince 17 October 2025
- TexasSince 9 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 5 March 2025 |
| SIE | Securities Industry Essentials Examination | 12 December 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8116117
- 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
- June 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Cole Carson work?
Cole Carson is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since June 2025, and is not listed among the firm’s executive officers or direct owners.
Is Cole Carson a financial advisor?
Yes. Cole Carson has a current investment-adviser registration in Florida, Georgia and Texas, through Elevate Financial Planning and Wealth Management since June 2025.
How many years of experience does Cole Carson have?
Cole Carson has 1 year in the financial industry, since June 2025, across 1 adviser firm.
What exams has Cole Carson passed?
Cole Carson has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in December 2024.
Where is Cole Carson based?
Cole Carson’s registered office is in St. Petersburg, FL.
Is Cole Carson registered with FINRA?
No. Cole Carson has no current broker registration.
How can I verify Cole Carson’s record?
Search CRD 8116117 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Cole Carson’s full registration record.
