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Adam Vincent Iorfida

Vantage Point Financial, LLC

Chesterfield, MO

Lisle, IL

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Current Employers
Vantage Point Financial, Llc

2443 Warrenville Road Suite 630, Lisle, IL 60532 • United States

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2025-09-18
  • MO RA
    APPROVED
    Since 2025-09-18

Branch Locations

14755 North Outer Forty Road Suite 210, Chesterfield, MO 63017 • United States

2443 Warrenville Road Suite 630, Lisle, IL 60532 • 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
Vantage Point Financial, Llc Lisle IL 07/2025 Present
Bunzl Distribution Usa, Llc St. Louis MO 07/2024 06/2025
Chaifetz Arena Box Office St. Louis MO 03/2024 06/2024
Vantage Point Financial Llc Lisle IL 05/2023 08/2023
Seque Partners, Jtc Group St. Louis MO 06/2022 05/2023
Widmer'S Cleaning & Cincinnati OH 06/2019 01/2022
Bella'S Bistro Cincinnati OH 03/2018 07/2018
Saint Louis University St. Louis MO 08/2020 05/2024
St. Xavier High School Cincinnati OH 08/2016 05/2020
  • 07/2025 → Present
    Vantage Point Financial, Llc
    Lisle, IL
  • 07/2024 → 06/2025
    Bunzl Distribution Usa, Llc
    St. Louis, MO
  • 03/2024 → 06/2024
    Chaifetz Arena Box Office
    St. Louis, MO
  • 05/2023 → 08/2023
    Vantage Point Financial Llc
    Lisle, IL
  • 06/2022 → 05/2023
    Seque Partners, Jtc Group
    St. Louis, MO
  • 06/2019 → 01/2022
    Widmer'S Cleaning &
    Cincinnati, OH
  • 03/2018 → 07/2018
    Bella'S Bistro
    Cincinnati, OH
  • 08/2020 → 05/2024
    Saint Louis University
    St. Louis, MO
  • 08/2016 → 05/2020
    St. Xavier High School
    Cincinnati, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-18
  • S65 Uniform Investment Adviser Law Examination
    2025-09-18

View on SEC IAPD

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