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1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-13 |
Branch Locations
1925 Cedar Springs Road Suite 102, Dallas, TX 75201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | San Mateo | CA | 06/2013 | 09/2019 |
| Fidelity Personal And Workplace Advisors | San Francisco | CA | 07/2020 | 07/2023 |
| Grant Private Wealth Management, Inc. | Pleasanton | CA | 03/2024 | 05/2024 |
| Fidelity Brokerage Services Llc | San Francisco | CA | 02/2020 | 07/2023 |
| Venancio Capital Llc | San Francisco | CA | 01/2024 | Present |
| Unemployed | San Francisco | CA | 08/2023 | 12/2023 |
| Unemployed | San Francisco | CA | 10/2019 | 01/2020 |
| Venancio Media Llc | San Francisco | CA | 01/2024 | Present |
| Three Bell Capital Llc | San Francisco | CA | 02/2026 | Present |
(1) Venancio Media LLC; No; San Francisco, CA; Social Media; CEO; 01/2024; 15/HRS MO; 0/ HRS MO (2) Venancio Capital LLC; No; San Francisco, CA; Holding Company; CEO; 01/2024; 15/ HRS MO; 0/ HRS Mo (3) Leep's Garage; No; San Francisco, CA; Auto Garage; Owner; 02/2024; 0/HRs MO; 0/HRS MO; Registration & Titling of personal vehicles.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-07-10 |
| S63 | Uniform Securities Agent State Law Examination | 2020-03-06 |
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