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Current Employers
Elevation Point Wealth Partners, Llc

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-01-23
  • IN RA
    APPROVED
    Since 2026-01-23

Branch Locations

1580 Lincoln Street Suite 680, Denver, CO 80203 • United States

450 East 96Th Street, Suite 125, Indianapolis, IN 46240 • 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
Modern Woodmen Of America Rock Island IL 05/2017 10/2017
Oni Risk Partners, Inc Indianapolis IN 10/2015 04/2017
Indiana University Purdue University Indianapolis Indianapolis IN 08/2013 05/2017
Ihsaa Footbal Official Noblesville IN 07/2015 Present
Mwa Financial Services Inc. Rock Island IL 07/2017 10/2017
M Holdings Securities Portland OR 10/2017 05/2020
Mack Financial Group Indianapolis IN 10/2017 01/2019
The Leaders Group, Inc. Littleton CO 01/2019 05/2020
Merrill Lynch, Pierce, Fenner & Smith Incorporated Indianapolis IN 05/2020 01/2026
Bank Of America, N.A. Indianapolis IN 07/2020 01/2026
Elevation Point Wealth Partners, Llc Indianapolis IN 01/2026 Present
  • 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
    Indianapolis, IN
  • 07/2020 → 01/2026
    Bank Of America, N.A.
    Indianapolis, IN
  • 01/2026 → Present
    Indianapolis, IN
Previous Registrations
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
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-29
S63 Uniform Securities Agent State Law Examination 2017-09-06
  • S65 Uniform Investment Adviser Law Examination
    2017-12-29
  • S63 Uniform Securities Agent State Law Examination
    2017-09-06
Other Names
  • Taylor Mcdougal

View on SEC IAPD

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