John Dallin has been an investment adviser representative at Elevate Financial Planning and Wealth Management since August 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
John Dallin is registered as an investment adviser representative in Florida, since August 2026.
- FloridaSince 20 August 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 22 July 2026 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- John Conner Dallin
- CRD
- 8328254
- 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
- August 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does John Dallin work?
John Dallin is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since August 2026, and is not listed among the firm’s executive officers or direct owners.
Is John Dallin a financial advisor?
Yes. John Dallin has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since August 2026.
How many years of experience does John Dallin have?
John Dallin has 0 years in the financial industry, since August 2026, across 1 adviser firm.
What exams has John Dallin passed?
John Dallin passed the Series 65 in July 2026.
Where is John Dallin based?
John Dallin’s registered office is in St. Petersburg, FL.
Is John Dallin registered with FINRA?
No. John Dallin has no current broker registration.
How can I verify John Dallin’s record?
Search CRD 8328254 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes John Dallin’s full registration record.
