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Advisor at VENTURI PRIVATE WEALTH
BOISE, ID
Data as of (this record's last observation) from federal regulator filings. Page built and rebuilt at most every 15 minutes.
This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.
| Firm | Class | Began | Ended | Current | Branch | Basis |
|---|---|---|---|---|---|---|
| VENTURI PRIVATE WEALTH | Independent wealth | May 10, 2019 | n/a | yes | BOISE, ID | Current employment |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | Wirehouse | Sep 25, 2017 | May 14, 2019 | no | AUSTIN, TX | Previous registration |
| From | To | Left | Joined | Gap, days | Kind | Move type |
|---|---|---|---|---|---|---|
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | VENTURI PRIVATE WEALTH | May 14, 2019 | May 10, 2019 | -4 | Firm change | Wirehouse to RIA |
| Team | Left | Joined | From | Kind |
|---|---|---|---|---|
| 7691:169576:TX:2019-05-12 | May 14, 2019 | May 10, 2019 | AUSTIN, TX | Firm change |