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RIA / WealthAdvisor40 years in industry

JOEY DWAYNE SAGER

Advisor at VENTURI PRIVATE WEALTH

Oklahoma City, OK | BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da18f98a-494d-f2f6-45db-779d9703b8e8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Relationships: 3
Dated events: 0
On other graphs: 1
Observed: Jan 8, 1988 to Sep 15, 2026

Across DFX

same identity by shared identifier, citation, or a bridge measured by hand

Private Equityidentity

Joey Dwayne Sager

same person, same CRD on Schedule A · confidence 95% · family precision 100%

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VENTURI PRIVATE WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Nov 21, 1985earliest registration or exam on IAPD
Years in industry: 40derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 2
Current registrations: 1
Registered states: 2
Exams: S63|S65
First exam: Nov 21, 1985
First registration: Jan 8, 1988
Dual registered: no
IAPD individual key: 1412768

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VENTURI PRIVATE WEALTH	Independent wealth	Sep 21, 2018	n/a	yes	Oklahoma City, OK\|BOISE, ID	Current employment
WELLS FARGO ADVISORS	Wirehouse	Jul 1, 2003	Sep 25, 2018	no	EDMOND, OK\|EDMOND, OK	Previous registration
PRUDENTIAL EQUITY GROUP, LLC	n/a	Jan 8, 1988	Jul 1, 2003	no	EDMOND, OK	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
WELLS FARGO ADVISORS	VENTURI PRIVATE WEALTH	Sep 25, 2018	Sep 21, 2018	-4	Firm change	Wirehouse to RIA
PRUDENTIAL EQUITY GROUP, LLC	WELLS FARGO ADVISORS	Jul 1, 2003	Jul 1, 2003	0	Bulk transfer	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
19616:169576:OK:2018-09-25	Sep 25, 2018	Sep 21, 2018	EDMOND, OK	Firm change

Relationships

Registered with (3)

→ VENTURI PRIVATE WEALTHRegistered adviserregistration: current employment
Sep 21, 2018 to presentfactForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 1, 2003 to Sep 25, 2018factForm ADV
→ PRUDENTIAL EQUITY GROUP, LLCRegistered adviserregistration: previous registration
Jan 8, 1988 to Jul 1, 2003factForm ADV

Dated events

No dated event names this entity yet.

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:da18f98a-494d-f2f6-45db-779d9703b8e8
First observed: Jan 8, 1988
Last observed: Sep 15, 2026 6 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

JOEY DWAYNE SAGER

Advisor at VENTURI PRIVATE WEALTH

Oklahoma City, OK | BOISE, ID

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:da18f98a-494d-f2f6-45db-779d9703b8e8

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 8:19 PM UTC and rebuilt at most every 15 minutes.

Firm

Class

Began

Ended

Current

Branch

Basis

VENTURI PRIVATE WEALTH

Independent wealth

Sep 21, 2018

n/a

yes

Oklahoma City, OK|BOISE, ID

Current employment

WELLS FARGO ADVISORS

Wirehouse

Jul 1, 2003

Sep 25, 2018

EDMOND, OK|EDMOND, OK

Previous registration

PRUDENTIAL EQUITY GROUP, LLC

n/a

Jan 8, 1988

Jul 1, 2003

EDMOND, OK

Previous registration

From

Left

Joined

Gap, days

Kind

Move type

WELLS FARGO ADVISORS

VENTURI PRIVATE WEALTH

Sep 25, 2018

Sep 21, 2018

-4

Firm change

Wirehouse to RIA

PRUDENTIAL EQUITY GROUP, LLC

WELLS FARGO ADVISORS

Jul 1, 2003

Bulk transfer

Other

Team

Left

Joined

From

Kind

19616:169576:OK:2018-09-25

Sep 25, 2018

Sep 21, 2018

EDMOND, OK

Firm change