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100 South Brentwood Suite 350, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MO | RA | APPROVED | 2021-03-01 |
Branch Locations
100 South Brentwood Suite 350, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cibc Bank Usa | St. Louis | MO | 01/2012 | 03/2021 |
| Vista Finance, Llc | St. Louis | MO | 03/2021 | Present |
1. FOREST PARK FOREVER; NOT INVESTMENT RELATED; 5595 GRAND DRIVE, ST. LOUIS, MISSOURI 63112; NON-PROFIT; MEMBER OF PLANNED GIVING COMMITTEE; START 2016; APPROX 1 HOUR PER MONTH; APPROX 1 HOUR PER MONTH DURING TRADING HOURS; HELP WITH NETWORKING AND FUNDRAISING. 2. LAUNCHCODE; NOT INVESTMENT-RELATED; 4811 DELMAR BLVD, ST. LOUIS, MISSOURI 63108; NON-PROFIT; MEMBER OF EXPANSION STEERING COMMITTEE; START 2019; APPROX 1 HOUR PER MONTH; APPROX 1 HOUR PER MONTH DURING TRADING HOURS; HELP WITH NETWORKING, FUNDRAISING, AND OCCASIONAL INTERVIEW OF POTENTIAL EMPLOYEES. 3. Vista National Bank & Trust; Chief Executive Officer; 20 hours per week, 10 during market hours; Started 10/2024; 7777 Bonhomme Ave, Suite 1800, Clayton, MO 63105; not investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-30 |
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