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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-03-24 |
Branch Locations
800 W Main Street Suite 1150, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Venturi Wealth Management, Llc | Austin | TX | 01/2016 | Present |
FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: THE MISSY PROJECT INVESTMENT RELATED: N ADDRESS OF BUSINESS: 11303 DEADOAK LN, AUSTIN, TEXAS 78759 NATURE OF BUSINESS: CHARITABLE ORGANIZATION, COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 2/12/2013 NUMBER OF HOURS DEVOTED: 3 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I AM AN ADVISORY BOARD MEMBER TASKED WITH HELPING DIRECT FUND RAISING ACTIVITIES AND OUTREACH CAMPAIGNS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-08 |
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