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One Woodside Drive, Richmond, IN 47374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-05-01 |
| IN | RA | APPROVED | 2024-01-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Assoc., Inc. | Richmond | IN | 12/2005 | 12/2017 |
| Cantella & Co., Inc. | Boston | MA | 01/2018 | 12/2019 |
| Vista Investment Partners Llc | Oklahoma City | OK | 01/2018 | 11/2023 |
| Vista Investment Partners Ii, Llc | Richmond | IN | 11/2023 | Present |
Investment property rental; not investment-related; 1308 Snapper Lane Unit 2, Carolina Beach, NC 28428; short-term rental property primarily managed by a third party management company; co-owner; 09/2022; around 3-4 hours/month; 0 hours during securities trading hours; light involvement, primarily interfacing through co-owner and third-party management company.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-04-10 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-07 |
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