Kai Washington 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 yearChattanooga, TN · Adviser representative · Firm CRD 329079
Investment adviser representative registrations
Kai Washington is registered as an investment adviser representative in 2 states. Each was approved in June 2026.
- FloridaSince 19 June 2026
- TennesseeSince 17 June 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 June 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8298068
- Firm
- Elevate Financial Planning and Wealth Management · CRD 329079
- Office
- 1200 Premier Dr, Suite 225, Chattanooga, TN 37421
- Registration
- Investment adviser registration
- In the industry since
- June 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Kai Washington work?
Kai Washington 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 Kai Washington a financial advisor?
Yes. Kai Washington has a current investment-adviser registration in Florida and Tennessee, through Elevate Financial Planning and Wealth Management since June 2026.
How many years of experience does Kai Washington have?
Kai Washington has 0 years in the financial industry, since June 2026, across 1 adviser firm.
What exams has Kai Washington passed?
Kai Washington passed the Series 65 in June 2026.
Where is Kai Washington based?
Kai Washington’s registered office is in Chattanooga, TN.
Is Kai Washington registered with FINRA?
No. Kai Washington has no current broker registration.
How can I verify Kai Washington’s record?
Search CRD 8298068 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Kai Washington’s full registration record.
