Oscar Cruz Salas has been an investment adviser representative at Elevate Financial Planning and Wealth Management since September 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
Oscar Cruz Salas is registered as an investment adviser representative in Florida, since September 2026.
- FloridaSince 16 September 2026
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 24 August 2026 |
- Name
- Uniform Investment Adviser Law Examination
- CRD
- 8342504
- 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
- September 2026
- Disciplinary history
- Not yet shown here · SEC record
Where does Oscar Cruz Salas work?
Oscar Cruz Salas is an investment adviser representative registered through Elevate Financial Planning and Wealth Management LLC since September 2026, and is not listed among the firm’s executive officers or direct owners.
Is Oscar Cruz Salas a financial advisor?
Yes. Oscar Cruz Salas has a current investment-adviser registration in Florida, through Elevate Financial Planning and Wealth Management since September 2026.
How many years of experience does Oscar Cruz Salas have?
Oscar Cruz Salas has 0 years in the financial industry, since September 2026, across 1 adviser firm.
What exams has Oscar Cruz Salas passed?
Oscar Cruz Salas passed the Series 65 in August 2026.
Where is Oscar Cruz Salas based?
Oscar Cruz Salas’ registered office is in St. Petersburg, FL.
Is Oscar Cruz Salas registered with FINRA?
No. Oscar Cruz Salas has no current broker registration.
How can I verify Oscar Cruz Salas’ record?
Search CRD 8342504 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Oscar Cruz Salas’ full registration record.
