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Raymond E. Pitts

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CRD#: 838284
RP

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Raymond Edward Pitts JR was a registered financial professional .

Raymond is a previously registered financial professional and started their career in finance in 1977. Raymond had worked at 11 firms and has passed the SIE, PC and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

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


Past

September 26, 2007 - September 21, 2015

ELEVATION, LLC

BD
CRD#: 140341
JUPITER, FL
Past

January 6, 2005 - September 12, 2007

RAFFERTY CAPITAL MARKETS, LLC

BD
CRD#: 23682
GARDEN CITY, NY
Past

May 22, 2001 - January 6, 2005

HAMILTON SECURITIES GROUP, LLC

BD
CRD#: 47682
NEW YORK, NY
Past

October 14, 1997 - March 23, 2001

BARCLAYS CAPITAL INC.

BD
CRD#: 19714
NEW YORK, NY
Past

March 27, 1991 - July 9, 1997

UBS FINANCIAL SERVICES INC.

BD
CRD#: 8174
WEEHAWKEN, NJ
Past

August 8, 1989 - March 21, 1991

SANWA SECURITIES (USA) CO., L.P.

BD
CRD#: 19697
NEW YORK, NY
Past

March 4, 1988 - April 14, 1989

GLICKENHAUS & CO.

BD
CRD#: 2016
NEW YORK, NY
Past

July 21, 1987 - April 7, 1988

E. F. HUTTON & COMPANY INC

BD
CRD#: 235
Past

April 9, 1986 - May 28, 1987

UBS SECURITIES LLC

BD
CRD#: 7654
Past

October 7, 1977 - March 10, 1986

CREDIT SUISSE SECURITIES (USA) LLC

BD
CRD#: 816
Past

June 1, 1977 - November 24, 1977

WHITE, WELD & CO. INCORPORATED

BD
CRD#: 6802

State Registrations and Notice Filings


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

Visual representation of state registrations

This advisor is not registered in any state.

Exams


General Industry/Product Exam
RR
SIE
Date: 9/21/2015
Securities Industry Essentials Examination
General Industry/Product Exam
RR
PC
Date: 7/17/1987
AMEX Put and Call Exam
General Industry/Product Exam

Current Firm


EL
ELEVATION, LLC
ELEVATION SECURITIES | ELEVATION, LLC

CRD#: 140341 / SEC#: , 8-67306

BD
Broker-Dealer Firm Regulated by FINRA (Atlanta district office)
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Contact information


Main Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Mailing Address
6836 Carnegie Boulevard Suite 240, Charlotte, NC 28211
Phone number
(704) 926-1100
Established
North Carolina since 12/27/2005
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (52 States and Territories)


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

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
SHEEHAN, PATRICK JAMESMANAGING MEMBER2053134
SARAH TRENT HARRIS IRREVOCABLE FAMILY TRUSTPASSIVE INVESTOR
BARTON ASSET MANAGEMENT, LLCPASSIVE INVESTOR
CARTER III, WARREN SMOOTPARTNER6751824
HARRIS, MATTHEW CARTERTRUSTEE6178227
LUCAS, CLAIRE TOURNEPASSIVE INVESTOR
LUCAS, HAINES DEMARESTPASSIVE INVESTOR
LUCAS, JOSIAH CHARLES TRENTTRUSTEE6178218
PEAK6 INVESTMENTS, L.P.PASSIVE INVESTOR
PETERSON, KELSEY CARL IIIREGISTERED OPTIONS PRINCIPAL6684459
SHEEHAN, JOHN MICHAEL BYRNEPARTNER, CEO2272269
SILVER, SCOTT MICHAELCHIEF COMPLIANCE OFFICER - CCO2290261

Disclosures


Regulatory Event7

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


ELEVATION, LLC

CRD#: 140341

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