Gavin Watson has been an investment adviser representative at Elevate Financial Planning and Wealth Management since June 2026, 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
Gavin Watson is registered as an investment adviser representative in Florida, since June 2026.
- FloridaSince 8 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 3 April 2026 |
| Series 63 | Uniform Securities Agent State Law Examination | 1 August 2023 |
| Series 79TO | Investment Banking Registered Representative Examination | 1 August 2023 |
| SIE | Securities Industry Essentials Examination | 29 June 2023 |
- Name
- Uniform Investment Adviser Law Examination
- Name
- Uniform Securities Agent State Law Examination
- Name
- Investment Banking Registered Representative Examination
- Name
- Securities Industry Essentials Examination
- Full name
- Gavin Hunter Watson
- CRD
- 7783528
- 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
- March 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Gavin Watson work?
Gavin Watson is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since June 2026, and is not listed among the firm’s executive officers or direct owners.
Is Gavin Watson a financial advisor?
Yes. Gavin Watson has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since June 2026.
How many years of experience does Gavin Watson have?
Gavin Watson has 0 years in the financial industry, since March 2026, across 1 adviser firm.
What exams has Gavin Watson passed?
Gavin Watson has passed 4 licensing exams: the SIE, Series 63, Series 79TO and Series 65. The earliest, the SIE, was passed in June 2023.
Where is Gavin Watson based?
Gavin Watson’s registered office is in St. Petersburg, FL.
Is Gavin Watson registered with FINRA?
No. Gavin Watson has no current broker registration.
How can I verify Gavin Watson’s record?
Search CRD 7783528 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Gavin Watson’s full registration record.
