Rachael E Wyatt

Current Employers

Venturi Private Wealth

800 W Main Street Suite 1150, Boise, ID 83702 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2020-12-11

TX RA
APPROVED

Since 2020-12-11

Branch Locations

800 W Main Street Suite 1150, Boise, ID 83702 • United States

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Houston	TX	06/2003	11/2020
Bank Of America, N.A.	Houston	TX	12/2009	11/2020
Venturi Wealth Management D/B/A Venturi Private Wealth	Austin	TX	12/2020	Present

06/2003 → 11/2020

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Houston, TX
12/2009 → 11/2020

Bank Of America, N.A.

Houston, TX
12/2020 → Present

Venturi Wealth Management D/B/A Venturi Private Wealth

Austin, TX

Previous Registrations

2004-09-24 → 2020-11-17

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Austin, TX

Houston, TX

Houston, TX

Houston, TX
2003-03-20 → 2003-05-29

Select Advisory Services, Llc

Houston, TX

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1997-05-21
S63	Uniform Securities Agent State Law Examination	1997-05-15

S65 Uniform Investment Adviser Law Examination

1997-05-21
S63 Uniform Securities Agent State Law Examination

1997-05-15

Other Names

Rachael Elaine Frederic
Rachael Elaine Lambert
Rachael Elaine Lambert
Rachael Elaine Klepper

View on SEC IAPD