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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2018-11-02 |
| TX | RA | APPROVED | 2018-11-02 |
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 |
|---|---|---|---|---|
| Afam Capital, Inc. | Austin | TX | 07/2013 | 10/2018 |
| Northern Lights Distributors, Llc | Omaha | NE | 12/2013 | 10/2018 |
| Venturi Wealth Management, Llc | Austin | TX | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-26 |
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