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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-04 |
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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 07/2011 | 06/2018 |
| Jpmorgan Chase & Co. | New York | NY | 07/2008 | 06/2018 |
| Venturi Wealth Management, Llc | Austin | TX | 06/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2011-11-28 |
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