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2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-12-17 |
| CA | RA | APPROVED | 2011-01-06 |
Branch Locations
2121 Palomar Airport Road Suite 160, Carlsbad, CA 92011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vistica Wealth Advisors, Llc | Carlsbad | CA | 06/2008 | Present |
JEFFREY VISTICA IS AN INDEPENDENT LICENSED INSURANCE AGENT FOR VARIOUS INSURANCE COMPANIES; CARLSBAD, CA; START DATE: 10/2000; 5 HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING HOURS; DUTIES: AS PART OF COMPREHENSIVE WEALTH MANAGEMENT PLANNING, JEFF ASSISTS CLIENTS IN REVIEWING EXISTING OR SECURING NEW INSURANCE WHEN NEEDED.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-16 |
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