Francisco Lasanta Gorbea has been an investment adviser representative at Elevate Financial Planning and Wealth Management since November 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 · under a yearSt. Petersburg, FL · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Francisco Lasanta Gorbea is registered as an investment adviser representative in Florida, since November 2025.
- FloridaSince 18 November 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 28 October 2025 |
| SIE | Securities Industry Essentials Examination | 8 September 2025 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Francisco Adriel Lasanta Gorbea
- CRD
- 8189544
- 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
- November 2025
- Disciplinary history
- Not yet shown here · SEC record
Where does Francisco Lasanta Gorbea work?
Francisco Lasanta Gorbea is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since November 2025, and is not listed among the firm’s executive officers or direct owners.
Is Francisco Lasanta Gorbea a financial advisor?
Yes. Francisco Lasanta Gorbea has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since November 2025.
How many years of experience does Francisco Lasanta Gorbea have?
Francisco Lasanta Gorbea has 0 years in the financial industry, since November 2025, across 1 adviser firm.
What exams has Francisco Lasanta Gorbea passed?
Francisco Lasanta Gorbea has passed 2 licensing exams: the SIE and Series 65. The earliest, the SIE, was passed in September 2025.
Where is Francisco Lasanta Gorbea based?
Francisco Lasanta Gorbea’s registered office is in St. Petersburg, FL.
Is Francisco Lasanta Gorbea registered with FINRA?
No. Francisco Lasanta Gorbea has no current broker registration.
How can I verify Francisco Lasanta Gorbea’s record?
Search CRD 8189544 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Francisco Lasanta Gorbea’s full registration record.
