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5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-16 |
| OK | RA | APPROVED | 2022-11-22 |
Branch Locations
2626 East 21St Street Suite 3, Tulsa, OK 74114 • United States
5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Tulsa | OK | 04/2014 | 10/2021 |
| The Tulsa Boys' Home | Sand Springs | OK | 04/2013 | Present |
| Vista Investment Partners Llc | Tulsa | OK | 10/2021 | Present |
Name of Business : The Tulsa Boys' Home Address: 2727 S. 137th West Avenue, Sand Springs, OK Nature of the Business: Board Member/Officer/Director Position/Title: Director Investment Related: Yes Start Date: 04/17/2013 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 2 Description of duties: Basic Board member duties, ie: reviewing the operations, quarterly budget with the entire Board, voting on certain issues, weighing in on ideas and questions raised by the Management of the Tulsa Boys' Home. He also oversees the main corpus of the entity and weighs in on investment decisions. However, Todd D. Lang has no unilateral control over investment decisions and no access to cash controls. Todd D. Lang is a licensed insurance agent and, from time to time, will offer clients advice or products as part of this outside activity. Clients should be aware that these services pay a commission and involve a conflict of interest, as commissionable products conflict with the fiduciary duties of a registered investment adviser. Vista Investment Partners LLC always acts in the best interest of the client, including the sale of commissionable products to advisory clients. Clients always have the right to decide whether or not to utilize the services of any representative of Vista Investment Partners LLC in such individual's outside capacities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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