William W Leboeuf

Current Employers

Employment History

• 09/2009 → 03/2019
  Merrill Lynch
  Miamisburg, OH
• 08/2011 → 03/2019
  Bank Of America, N.A.
  Miamisburg, OH
• 03/2019 → 11/2019
  Cetera Advisor Networks
  El Segundo, CA
• 03/2011 → Present
  Ymca
  Dayton, OH
• 05/2000 → Present
  Western Golf Association - Caddie Scholarship Fund
  Chicago, IL
• 03/2019 → Present
  Carillon Advisors
  Beavercreek, OH
• 12/2010 → 05/2020
  Org Private Advisors Group, Llc
  Roanoke, IN
• 06/2020 → Present
  Emerald Investment Partners, Llc
  Cary, NC
• 04/2021 → Present
  Carillon Advisors, Llc
  Beavercreek, OH
• 04/2022 → Present
  Atomi Financial Group
  Dayton, OH

Previous Registrations

• 2019-12-13 → 2020-06-01
  One Resource Group Private Advisor Group
  Roanoke, IN
  Beavercreek, OH
• 2019-03-28 → 2019-12-05
  Cetera Wealth Services, Llc
  Moraine, OH
  Sewickley, PA
  Beavercreek, OH
• 2009-09-08 → 2019-03-29
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Miamisburg, OH
• 2009-06-01 → 2009-09-18
  Morgan Stanley
  Dayton, OH
• 2002-09-18 → 2009-06-01
  Citigroup Global Markets Inc.
  Dayton, OH
  Dayton, OH

Other Businesses

1. NAME OF OTHER BUSINESS: YMCA INVESTMENT RELATED: NO ADDRESS: 316 N WILKINSON STREET DAYTON OH NATURE OF BUSINESS: NON-PROFIT START DATE: 05/2006 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: DIRECTOR 2. NAME OF OTHER BUSINESS: WESTERN GOLF ASSOCIATION - CADDIE SCHOLARSHIP FUND INVESTMENT RELATED: NO ADDRESS: ONE BRIAR ROAD CHICAGO, IL 60029 NATURE OF BUSINESS: ASSOCATION START DATE: 05/2000 POSITION/TITLE/RELATIONSHIP: DIRECTOR APX NUMBER OF HOURS PER WEEK: 2 APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: DIRECTOR - RAISE AWAREANESS 3. NAME OF OTHER BUSINESS: CONSUMER OPTIX INVESTMENT RELATED: NO ADDRESS: 38 S. Main St., Ste. 297, Dayton, OH 45402; NATURE OF BUSINESS: Software as a service company supporting front end sales agents in the life insurance business. START DATE: 12/2019 APX NUMBER OF HOURS PER WEEK: 5 APX NUMBER OF HOURS DURING TRADING HOURS: 5 POSITION/TITLE/RELATIONSHIP: Board of Directors BRIEF DESCRIPTION OF DUTIES: Guiding company in policies and strategy related to product development, target markets and implementation. 4. NAME OF OTHER BUSINESS: ACCELERATE CAPITAL PARTNERS, LLC INVESTMENT RELATED: NO ADDRESS: NATURE OF BUSINESS: START DATE: 08/2019 POSITION/TITLE/RELATIONSHIP: MEMBER APX NUMBER OF HOURS PER WEEK: MINIMAL APX NUMBER OF HOURS DURING TRADING HOURS: MINIMAL BRIEF DESCRIPTION OF DUTIES: MANAGER 5. Managing Director; Carillon Advisors Insurance Agency; Investment Related: Yes; Location: 75 Harbert Dr., Beavercreek, OH 45440; Description of the business: Carillon Advisors, LLC is also a Life and Health Licensed Insurance Agency with appointments with many carriers and in many states.; Responsibilities Duties: Market and place term life insurance and other life insurance when appropriate in a financial plan.; Start date with business: 2021-01-01; Hours devoted to business during trading hours: 10; Hours devoted to business outside trading hours: 10; Percentage of total yearly compensation expected to be derived from the business: 25;

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-07-26
• S63 Uniform Securities Agent State Law Examination
  1994-06-21

Other Names

• Bill Leboeuf
• William Walter Leboeuf
• William W Le Boeuf