Joseph De Venuta (CRD# 6861997) is an Investment Advisor Representative working at Infinite Asset Management LLC in Danville, CA and has over 6 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 3262592
Captrust
Company Name | Location | Dates | Years |
---|---|---|---|
Infinite Asset Management LLC | Danville, CA | Jan 2021 - Current | 3 |
Unemployed | Danville, CA | Sep 2019 - Jan 2021 | 1 |
Merrill Lynch | Walnut Creek, CA | Sep 2017 - Sep 2019 | 2 |
Branagh Development Inc. | Lafayette, CA | Jun 2015 - Sep 2017 | 2 |
Bullfrog Creek Winery | Moraga, CA | Sep 2007 - May 2017 | 9 |
Lamorinda Soccer Club | Moraga, CA | Jun 2004 - Feb 2016 | 11 |
Cyberspace Technologies Inc Int'l | Lafayette, CA | Jul 2007 - Jul 2014 | 7 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Feb 2018 |
- CA
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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