Kent R Mitchell

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	2019-05-10

TX RA
APPROVED

Since 2019-05-10

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 No
Termination Yes

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	New York	NY	07/2012	05/2019
Bank Of America, N.A.	New York	NY	08/2012	05/2019
Venturi Wealth Management, Llc	Austin	TX	05/2019	Present

07/2012 → 05/2019

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY
08/2012 → 05/2019

Bank Of America, N.A.

New York, NY
05/2019 → Present

Venturi Wealth Management, Llc

Austin, TX

Previous Registrations

2012-07-19 → 2019-06-07

Merrill Lynch, Pierce, Fenner & Smith Incorporated

New York, NY

Austin, TX

Austin, TX
2010-10-21 → 2012-07-19

Oppenheimer & Co. Inc.

New York, NY

New York, NY

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2010-10-20
S63	Uniform Securities Agent State Law Examination	2004-03-01

S65 Uniform Investment Adviser Law Examination

2010-10-20
S63 Uniform Securities Agent State Law Examination

2004-03-01