DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Ernest Venturini
Feed of 09/14/2026
Also filed as Michael Venturini
At current firm
7 y
since Apr 12, 2019
In the industry
18 y
since Sep 5, 2008 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Annex Wealth Management, LLC independent RIA currentsince Apr 12, 2019 · Brookfield, Wi
- Concorde Asset Management, LLC BD affiliatedOct 19, 2012 to May 22, 2015 · Ann Arbor, Mi
- Cambridge Investment Research Advisors, Inc. BD affiliatedApr 3, 2012 to Oct 18, 2012 · Racine, Wi
- Annex Wealth Management, LLC independent RIAOct 6, 2011 to Apr 3, 2012 · Brookfield, Wi
- Wells Fargo Advisors wirehouseApr 27, 2009 to Sep 6, 2011 · Racine, Wi
Moves
a registration end followed by a registration begin elsewhere
- Concorde Asset Management, LLC to Annex Wealth Management, LLCleft May 22, 2015, registered Apr 12, 2019 (1421 days) · Other
- Cambridge Investment Research Advisors, Inc. to Concorde Asset Management, LLCleft Oct 18, 2012, registered Oct 19, 2012 (1 days) · Other
- Annex Wealth Management, LLC to Cambridge Investment Research Advisors, Inc.left Apr 3, 2012, registered Apr 3, 2012 (0 days) · Other
- Wells Fargo Advisors to Annex Wealth Management, LLCleft Sep 6, 2011, registered Oct 6, 2011 (30 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address