Drake Wellborn has been an investment adviser representative at Elevate Financial Planning and Wealth Management since October 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
Drake Wellborn is registered as an investment adviser representative in 2 states. Each was approved in October 2025.
- FloridaSince 28 October 2025
- TennesseeSince 8 October 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 14 September 2025 |
| SIE | Securities Industry Essentials Examination | 1 July 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 8173313
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 7405 Shallowford Rd, Suite 380B, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- October 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Drake Wellborn work?
Drake Wellborn is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since October 2025, and is not listed among the firm’s executive officers or direct owners.
Is Drake Wellborn a financial advisor?
Yes. Drake Wellborn has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since October 2025.
How many years of experience does Drake Wellborn have?
Drake Wellborn has 1 year in the financial industry, since October 2025, across 1 adviser firm.
What exams has Drake Wellborn passed?
Drake Wellborn has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in July 2025.
Where is Drake Wellborn based?
Drake Wellborn’s registered office is in Chattanooga, TN.
Is Drake Wellborn registered with FINRA?
No. Drake Wellborn has no current broker registration.
How can I verify Drake Wellborn’s record?
Search CRD 8173313 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Drake Wellborn’s full registration record.
