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One Woodside Drive, Richmond, IN 47374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-11-03 |
Branch Locations
2215 Perrygreen Way Suite 3, Rockford, IL 61107 • United States
One Woodside Drive, Richmond, IN 47374 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Investments | Rockford | IL | 06/2014 | 01/2023 |
| Wells Fargo Clearing Services, Llc | Rockford | IL | 01/2023 | 11/2025 |
| Vista Investment Partners | Richmond | IN | 11/2025 | Present |
| Level Four Financial, Llc | Dallas | TX | 11/2025 | Present |
1. 815 BITCOIN, LLC, INV RELATED, 7000 TAMI PL. LOVES PARK, IL 61111, NATURE OF BUSINESS - BITCOIN MINING, OWNER, START DATE 7/23/2025, THE APPROXIMATE NUMBER OF HOURS/MONTH 1 HOUR PER MONTH, 0 HOURS PER MONTH DURING TRADING HOURS, DUTIES: I OWN AND MANAGE BITCOIN MINERS THAT MINE BITCOIN. 2. VISTA INVESTMENT PARTNERS - DBA NAME FOR BROKERAGE BUSINESS CONDUCTED THROUGH LEVEL FOUR FINANCIAL, LLC., REGISTERED REPRESENTATIVE, 20 HOURS PER MONTH DEVOTED DURING TRADING HOURS / START 11/2025. INVESTMENT RELATED 3. INSURANCE SALES, AGENT, SERVICES AND SELLS VARIOUS LINES OF NON-SECURITIESINSURANCE PRODUCTS AND FIXED ANNUITIES, DEVOTES APPROXIMATELY 60 HOURS PER MONTH WITH 50 BEING DURING TRADING HOURS / STARTED 11/2025.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2004-02-16 |
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