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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-04 |
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 |
|---|---|---|---|---|
| Venturi Wealth Management D/B/A/ Venturi Private Wealth | Austin | TX | 08/2025 | Present |
| Venturi Wealth Management D/B/A Venturi Private Wealth | Austin | TX | 06/2024 | 07/2024 |
| San Antonio Christian School | San Antonio | TX | 08/2015 | 07/2021 |
| University Of Texas | Austin | TX | 08/2021 | 06/2024 |
| University Of Texas | Austin | TX | 08/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-04 |
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