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William David Turner

Turner Wealth Advisory

Woodstock, GA

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Current Employers
Turner Wealth Advisory

4396 Earney Road, Woodstock, GA 30188 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2018-01-25
  • GA RA
    APPROVED
    Since 2018-01-25

Branch Locations

4396 Earney Road, Woodstock, GA 30188 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Deloitte Tax Llp Atlanta GA 07/2016 06/2017
Turner And Associates C.P.A, P.C. Woodstock GA 07/2017 Present
Turner Wealth Advisory Woodstock GA 01/2017 Present
  • 07/2016 → 06/2017
    Deloitte Tax Llp
    Atlanta, GA
  • 07/2017 → Present
    Turner And Associates C.P.A, P.C.
    Woodstock, GA
  • 01/2017 → Present
    Woodstock, GA
Other Businesses

TURNER & ASSOCIATES CPA, P.C.; NOT INVESTMENT RELATED, 4396 EARNEY ROAD, WOODSTOCK, GA; 7/2017, TAX ACCOUNTING PRACTICE; 80% OF TIME SPENT DURING TRADING HOURS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-12-12
  • S65 Uniform Investment Adviser Law Examination
    2016-12-12
Designations
Other Names
  • Will Turner
  • William Turner

View on SEC IAPD

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