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Inactive

Jerry Dale Thurman

Vista Investment Partners LLC

Oklahoma City, OK

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Current Employers
Vista Investment Partners Llc

5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-01-31
  • OK RA
    APPROVED
    Since 2024-01-31

Branch Locations

5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Chesapeake Energy Oklahoma City OK 05/2011 02/2021
Oklahoma'S Credit Union Oklahoma City OK 02/2021 06/2022
Vista Investment Partners, Llc Oklahoma City OK 07/2022 Present
  • 05/2011 → 02/2021
    Chesapeake Energy
    Oklahoma City, OK
  • 02/2021 → 06/2022
    Oklahoma'S Credit Union
    Oklahoma City, OK
  • 07/2022 → Present
    Vista Investment Partners, Llc
    Oklahoma City, OK
Previous Registrations
  • 2009-10-23 → 2011-05-09
    Raymond James & Associates, Inc.
    Oklahoma City, OK
  • 2009-06-01 → 2009-10-29
    Morgan Stanley
    Oklahoma City, OK
  • 2008-11-24 → 2009-06-01
    Morgan Stanley & Co. Llc
    Oklahoma City, OK
  • 2003-10-03 → 2005-07-06
    Morgan Stanley Dw Inc.
    Oklahoma Cty, OK
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-01-31
S66 Uniform Combined State Law Examination 2008-11-23
  • S65 Uniform Investment Adviser Law Examination
    2024-01-31
  • S66 Uniform Combined State Law Examination
    2008-11-23
Other Names
  • Jerry Dale Thurman
  • Dale Thurman

View on SEC IAPD

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