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Christopher J. Cordova

ELEVATED CAPITAL ADVISORS
Draper, UT 84020
Some features on this profile are disabled
CRD#: 5602828
CC

Professional summary


Christopher Joseph Cordova, who also goes by Chris J Cordova, is a registered financial advisor currently at ELEVATED CAPITAL ADVISORS, LLC located in Draper, Utah.

Christopher is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2009. Christopher has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 6 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Chris J Cordova

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
SPL FINANCIAL - SELL HEALTH THRU THE HEALTH INSURANCE SPECIALISTS; LIFE/DI/LTC THRU MASS MUTUAL; LIFE/DI THRU OHIO NATIONAL; DI THRU ASH BROKERAGE; ALL NON-INVESTMENT RELATED ACTIVITIES - FIXED BUSINESS

Blog Corner


CRS (Client Relationship Summary) - RIA


Click below to view Christopher Joseph Cordova's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

August 31, 2015 - Present

ELEVATED CAPITAL ADVISORS, LLC

Office #1: 11925 South 700 East, Draper, UT 84020
RIA
CRD#: 226721
Draper, UT
Past

April 14, 2015 - April 27, 2015

EQUITABLE ADVISORS, LLC

RIA
CRD#: 6627
SANDY, UT
Past

January 10, 2013 - April 27, 2015

EQUITABLE ADVISORS, LLC

BD
CRD#: 6627
SANDY, UT
Past

October 14, 2009 - January 4, 2013

NYLIFE SECURITIES LLC

BD
CRD#: 5167
OGDEN, UT

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC

CRD#: 226721 / SEC#: 801-110864

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)
Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)
Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)
Utah
Registered Investment Advisory firm - (12/9/2019 Terminated)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Utah
(8/31/2015)

Exams


State Security Law Exam
IAR
Series 65
Date: 4/7/2015
Uniform Investment Adviser Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam

Current Firm


EC
ELEVATED CAPITAL ADVISORS, LLC
ELEVATED CAPITAL ADVISORS, LLC

CRD#: 226721 / SEC#: 801-110864

RIA
Registered Investment Advisory firm - (7/21/2017 Approved)
Kansas
Registered Investment Advisory firm - (12/9/2019 Terminated)
Missouri
Registered Investment Advisory firm - (12/9/2019 Terminated)
Utah
Registered Investment Advisory firm - (12/9/2019 Terminated)
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Contact information


Main Address
11925 South 700 East, Draper, UT 84020
Mailing Address
Phone number
(385) 237-3338
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (26 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ADV PART 2A DISCLOSURE BROCHURE (3/13/2025)

Regulatory assets under management


Total Number of Accounts2,403
AUM (Assets Under Management)$ 433,034,784

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ELEVATED CAPITAL ADVISORS, LLC

CRD#: 226721Draper, UT 84020

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