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Melissa Suzanne Whitaker

Venturi Private Wealth

Oklahoma City, OK

Boise, ID

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Current Employers
Venturi Private Wealth

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2026-05-01
  • OK RA
    APPROVED
    Since 2026-05-01

Branch Locations

11600 Broadway Extension, Suite 200, Oklahoma City, OK 73114 • United States

800 W Main Street Suite 1150, Boise, ID 83702 • 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
Wells Fargo Advisors, Llc Edmond OK 12/2011 11/2016
Wells Fargo Clearing Services, Llc Edmond OK 11/2016 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-05-01
S66 Uniform Combined State Law Examination 2012-10-16
  • S65 Uniform Investment Adviser Law Examination
    2026-05-01
  • S66 Uniform Combined State Law Examination
    2012-10-16
Other Names
  • Melissa Heiman
  • Melissa Suzanne Heiman

View on SEC IAPD

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