Inactive

Juan Elias Valdes

Venturi Private Wealth

Oklahoma City , OK

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Current Employers

Venturi Private Wealth

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

Current Registrations

Authority	Category	Status	Date
OK	RA	APPROVED	2026-06-26

OK RA
APPROVED

Since 2026-06-26

Branch Locations

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

11600 Broadway Extension, Ste 200 , Oklahoma City , OK 73114 • 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

Organization	City	State	From	To
Venturi Wealth Management, Llc	Austin	TX	06/2026	Present
University Of Texas - Student	Austin	TX	08/2024	05/2026
Amherst College	Amherst	MA	01/2023	07/2024
Amherst College	Amherst	MA	01/2022	12/2022
N/A	Amherst	MA	11/2021	12/2021
Mcmahon Elementary	Holyoke	MA	08/2021	10/2021
Umass Amherst	Amherst	MA	08/2019	07/2021
Amherst College	Amherst	MA	06/2018	07/2019
Amherst College	Amherst	MA	08/2015	05/2018

06/2026 → Present

Venturi Wealth Management, Llc

Austin, TX
08/2024 → 05/2026

University Of Texas - Student

Austin, TX
01/2023 → 07/2024

Amherst College

Amherst, MA
01/2022 → 12/2022

Amherst College

Amherst, MA
11/2021 → 12/2021

N/A

Amherst, MA
08/2021 → 10/2021

Mcmahon Elementary

Holyoke, MA
08/2019 → 07/2021

Umass Amherst

Amherst, MA
06/2018 → 07/2019

Amherst College

Amherst, MA
08/2015 → 05/2018

Amherst College

Amherst, MA

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2026-01-05

S65 Uniform Investment Adviser Law Examination

2026-01-05

View on SEC IAPD

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