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800 W Main Street Suite 1150, Boise, ID 83702 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-23 |
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 | Austin | TX | 07/2025 | Present |
| Unempolyed (College Graduate) | Austin | TX | 05/2025 | 07/2025 |
| University Of Texas | Austin | TX | 08/2024 | 05/2025 |
| Venturi Wealth Management | Austin | TX | 06/2024 | 08/2024 |
| University Of Texas | Austin | TX | 08/2023 | 06/2024 |
| Kestra Financial | Austin | TX | 06/2023 | 08/2023 |
| University Of Texas | Austin | TX | 01/2023 | 06/2023 |
| Boca Restaurant Group | North Bethesda | MD | 01/2022 | 01/2023 |
| Scenic View Orchards | Sabillasville | MD | 08/2020 | 01/2022 |
| Replay Sports | Rockville | MD | 08/2019 | 08/2021 |
| High School | Rockville | MD | 08/2015 | 07/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-02-23 |
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