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100 South Brentwood Suite 350, Clayton, MO 63105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-30 |
| MO | RA | APPROVED | 2021-03-17 |
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 |
|---|---|---|---|---|
| Jpmorgan Chase Bank Na | Clayton | MO | 10/2019 | 03/2021 |
| Jpmorgan Securities Llc | Clayton | MO | 10/2019 | 03/2021 |
| Cibc Usa | St. Louis | MO | 05/2014 | 10/2019 |
| Vista Finance, Llc | St. Louis | MO | 03/2021 | Present |
| Little River Capital, Llc | Vestavia Hills | AL | 05/2021 | 09/2025 |
Vista National Bank & Trust; 197 Main Harveyville, KS 66431; Executive Management - Director Trust Company; Start Date 10/2024; Investment Related (Trust Company); Roles - Trust, Finance, Compliance, Benefits; 80 hours/month, 40 hours/month during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-06 |
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