William T Turner

Current Employers

Employment History

• 06/2006 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 04/2011 → 01/2026
  Bank Of America, N.A.
  Indianapolis, IN
• 01/2026 → Present
  Elevation Point Wealth Partners, Llc
  Indianapolis, IN

Previous Registrations

• 2006-10-03 → 2026-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
  Indianapolis, IN

Other Businesses

Name of OBA: TTG Properties, LLC Address: Carmel, IN Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 7/1/2014No Hours: 4 Monthly No Hours during trading: 0 Duties: Myself plus one friend (not a client) acquire and manage rental properties. Our goal is to gradually increase ownedproperties and increase long term cash flow. Entity Type: For Profit Name of OBA: WE Rides LLCAddress: Carmel, IN 46032Investment Related: NoPosition, Title, Association:General Partner/Managing Member,OwnerEmployee Start Date: 1/31/2025Number of Hours: 1 hr mthlyNumber of Hours during trading: 0Duties: Company's purpose is topurchase a sprinter van used to transport passengers. My responsibilities will be managing the LLC registrations and filings. Entity Type: Entity For Profit Name of OBA: WaiCleaning Solutions LLC, Address: carmel, Indiana, 46032, Investment Related: N, Position, Title, Association: General Partner/Managing Member, Employee State Date:04/16/2025, No Hours: 1 Weekly, No Hours during Trading: 0 Weekly, Duties: Window and exterior home cleaning. My responsibilities will be mainly oversight and guidance ofmy operating partner, Carlos. I will have very little, if any, daily responsibilities but will have access to financials and bank account.

Exams

• S66 Uniform Combined State Law Examination
  2006-10-02

Designations