# CAITLIN ELIZABETH DOUGLAS

CAITLIN ELIZABETH DOUGLAS is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with ELEVATION POINT WEALTH PARTNERS, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [ELEVATION POINT WEALTH PARTNERS, LLC](https://search.stillhousedata.com/firm/137068) | 2025-01-01 | present | Yes |
| [DYNASTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153377) | 2021-09-23 | 2024-09-27 | — |
| [DYNASTY WEALTH MANAGEMENT, LLC](https://search.stillhousedata.com/firm/153377) | 2020-06-05 | 2020-12-31 | — |
| [PLANNING SOLUTIONS GROUP, LLC](https://search.stillhousedata.com/firm/154118) | 2018-10-11 | 2018-11-26 | — |
| [KEENEY FINANCIAL GROUP INC.](https://search.stillhousedata.com/firm/281333) | 2015-11-13 | 2018-10-03 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2012-08-23 | 2015-11-19 | — |
| [LPL FINANCIAL LLC](https://search.stillhousedata.com/firm/6413) | 2009-04-20 | 2010-10-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/5204501)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/5204501.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.