David Carnahan has been an investment adviser representative at Elevate Financial Planning and Wealth Management since February 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
David Carnahan is registered as an investment adviser representative in 3 states. The first approvals date from February 2025; the most recent is Tennessee, in August 2025.
- FloridaSince 15 February 2025
- South CarolinaSince 24 August 2025
- TennesseeSince 25 August 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 21 January 2025 |
| SIE | Securities Industry Essentials Examination | 30 October 2024 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- David Chase Carnahan
- CRD
- 8041978
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Rd, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- February 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does David Carnahan work?
David Carnahan is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since February 2025, and is not listed among the firm’s executive officers or direct owners.
Is David Carnahan a financial advisor?
Yes. David Carnahan has a current investment-adviser registration in Florida, South Carolina and Tennessee, through Elevate Financial Planning and Wealth Management since February 2025.
How many years of experience does David Carnahan have?
David Carnahan has 1 year in the financial industry, since February 2025, across 1 adviser firm.
What exams has David Carnahan passed?
David Carnahan has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in October 2024.
Where is David Carnahan based?
David Carnahan’s registered office is in Chattanooga, TN.
Is David Carnahan registered with FINRA?
No. David Carnahan has no current broker registration.
How can I verify David Carnahan’s record?
Search CRD 8041978 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes David Carnahan’s full registration record.
