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Matthew Aaron Maxcy

Venturi Private Wealth

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
TX RA APPROVED 2020-06-30
  • TX RA
    APPROVED
    Since 2020-06-30

Branch Locations

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
Venturi Private Wealth Austin TX 06/2020 Present
U.S. Army Washington, D.C. DC 05/2009 09/2018
University Of Texas - M.B.A. Student Austin TX 07/2018 05/2020
  • 06/2020 → Present
    Venturi Private Wealth
    Austin, TX
  • 05/2009 → 09/2018
    U.S. Army
    Washington, D.C., DC
  • 07/2018 → 05/2020
    University Of Texas - M.B.A. Student
    Austin, TX
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-06-30
  • S65 Uniform Investment Adviser Law Examination
    2020-06-30

View on SEC IAPD

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