Heath McCullough has been an investment adviser representative at Elevate Financial Planning and Wealth Management since October 2024, 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
Heath McCullough is registered as an investment adviser representative in 5 states. The first approvals date from October 2024; the most recent is California, in January 2026.
- CaliforniaSince 15 January 2026
- FloridaSince 23 October 2024
- South CarolinaSince 24 August 2025
- TennesseeSince 25 August 2025
- TexasSince 8 December 2025
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 63 | Uniform Securities Agent State Law Examination | 26 September 2024 |
| Series 65 | Uniform Investment Adviser Law Examination | 16 August 2024 |
| SIE | Securities Industry Essentials Examination | 5 July 2024 |
- Name
- Uniform Securities Agent State Law Examination
- Name
- Uniform Investment Adviser Law Examination
- Name
- Securities Industry Essentials Examination
- CRD
- 7994238
- 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 2024
- Disciplinary history
- Not yet shown here · SEC record
Where does Heath McCullough work?
Heath McCullough is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since October 2024, and is not listed among the firm’s executive officers or direct owners.
Is Heath McCullough a financial advisor?
Yes. Heath McCullough has a current investment-adviser registration in California, Florida, South Carolina, Tennessee and Texas, through Elevate Financial Planning and Wealth Management since October 2024.
How many years of experience does Heath McCullough have?
Heath McCullough has 2 years in the financial industry, since October 2024, across 1 adviser firm.
What exams has Heath McCullough passed?
Heath McCullough has passed 3 licensing exams: the SIE, Series 65 and Series 63. The earliest, the SIE, was passed in July 2024.
Where is Heath McCullough based?
Heath McCullough’s registered office is in Chattanooga, TN.
Is Heath McCullough registered with FINRA?
No. Heath McCullough has no current broker registration.
How can I verify Heath McCullough’s record?
Search CRD 7994238 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Heath McCullough’s full registration record.
