Jonathan R. Heagle

Current Employers

Mountain Vista Wealth Management

Santa Barbara, CA • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-10-04
CA	RA	APPROVED	2019-01-10
CT	RA	APPROVED	2019-01-09

NY RA
APPROVED

Since 2021-10-04
CA RA
APPROVED

Since 2019-01-10
CT RA
APPROVED

Since 2019-01-09

Branch Locations

Santa Barbara, CA • 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

Organization	City	State	From	To
Mountain Vista Wealth Management, Llc	Santa Barbara	CA	09/2017	Present
Unemployed	Traveling		06/2017	09/2017
Rbc Barbados Trading Bank	Nassau		06/2015	06/2017
Mv Properties 1, Llc	Phoenix	AZ	10/2020	Present

09/2017 → Present

Mountain Vista Wealth Management, Llc

Santa Barbara, CA
06/2017 → 09/2017

Unemployed

Traveling
06/2015 → 06/2017

Rbc Barbados Trading Bank

Nassau
10/2020 → Present

Mv Properties 1, Llc

Phoenix, AZ

Previous Registrations

2018-01-03 → 2018-12-31

Mountain Vista Wealth Management

Santa Barbara, CA

Other Businesses

Jonathan R. Heagle is currently employed as Managing Partner at MV Properties 1, LLC. This activity currently takes up less than 10% of Mr. HeagleÃ¢??s time.

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2004-02-02

S63 Uniform Securities Agent State Law Examination

2004-02-02

Designations

Other Names

Jon Heagle

View on SEC IAPD