Matthew B. Venturi
Professional summary
Matthew Bruce Venturi is a registered financial professional currently at CLEARINGBID MARKETS, INC. located in Burlingame, California.
Matthew is registered as a RR (Registered Representative) and started their career in finance in 1979. Matthew has worked at 9 firms and has passed the Series 63, Series 7TO, Series 79TO, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Matthew Bruce Venturi's CRS (Customer Relationship Summary).
Certified licenses
Experience
November 17, 2017 - Present
CLEARINGBID MARKETS, INC.
Office #1: 345 Lorton Avenue Suite 105, Burlingame, CA 94010April 4, 2011 - October 10, 2017
AURUS ADVISORS, INC.
June 23, 2006 - April 8, 2011
VIANT CAPITAL LLC
January 4, 2006 - May 24, 2006
INSTREAM PARTNERS LLC
September 17, 2003 - November 30, 2005
THE SHEMANO GROUP, INC.
October 22, 1999 - December 13, 2001
HOULIHAN LOKEY CAPITAL, INC.
December 12, 1998 - October 13, 1999
OTA LLC
April 3, 1984 - February 29, 1996
CITIGROUP GLOBAL MARKETS INC.
October 24, 1979 - May 3, 1984
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(11/17/2017)
(11/21/2017)
Exams
Series 7TO
Date: 1/2/2023
General Securities Representative ExaminationSeries 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationFINRA
Current Firm
CLEARINGBID MARKETS, INC.
CRD#: 269999 / SEC#: , 8-69646
Contact information
FINRA licenses (3 States and Territories)
Documents
Red Flags
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