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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-10 |
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Austin | TX | 06/2017 | 05/2019 |
| Baylor University | Waco | TX | 05/2013 | 05/2017 |
| Bank Of America, N.A. | Austin | TX | 12/2017 | 05/2019 |
| Venturi Wealth Management, Llc | Austin | TX | 05/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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