Harrison Taylor Mcdougal

Employer firm

Elevation Point Wealth Partners, LLC CRD 137068

$8.29B regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Selection of other advisers
• CONSULTING

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2017 → 10/2017
  Modern Woodmen Of America
  Rock Island, IL
• 10/2015 → 04/2017
  Oni Risk Partners, Inc
  Indianapolis, IN
• 08/2013 → 05/2017
  Indiana University Purdue University Indianapolis
  Indianapolis, IN
• 07/2015 → Present
  Ihsaa Footbal Official
  Noblesville, IN
• 07/2017 → 10/2017
  Mwa Financial Services Inc.
  Rock Island, IL
• 10/2017 → 05/2020
  M Holdings Securities
  Portland, OR
• 10/2017 → 01/2019
  Mack Financial Group
  Indianapolis, IN
• 01/2019 → 05/2020
  The Leaders Group, Inc.
  Littleton, CO
• 05/2020 → 01/2026
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Indianapolis, IN
• 07/2020 → 01/2026
  Bank Of America, N.A.
  Indianapolis, IN
• 01/2026 → Present
  Elevation Point Wealth Partners, Llc
  Indianapolis, IN

Previous Registrations

• 2020-06-09 → 2026-01-27
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Indianapolis, IN
• 2019-01-07 → 2020-06-08
  Tlg Advisors, Inc.
  Indianapolis, IN
  Summit, NJ
• 2018-01-02 → 2018-12-31
  M Holdings Securities, Inc.
  Indianapolis, IN
  Portland, OR

Other Businesses

INDIANA HIGH SCHOOL ATHLETIC ASSOCIATION - 8/1/2015 - 9150 Meridian Street, PO Box 40650, Indianapolis, IN 46240 - High School Football Official, Officiates football games, Not Invt Rel, 16 hrs/mo (during the months of August through November).

Exams

• S65 Uniform Investment Adviser Law Examination
  2017-12-29
• S63 Uniform Securities Agent State Law Examination
  2017-09-06

Other Names

• Taylor Mcdougal