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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 |
|---|---|---|---|---|
| The Private Bank/Cibc | St. Louis | MO | 01/2006 | 03/2021 |
| Vista Finance, Llc | Clayton | MO | 03/2021 | Present |
Vista National Bank & Trust; Chief Fiduciary 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 | 2021-02-12 |
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