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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 | 2021-07-21 |
Branch Locations
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 |
|---|---|---|---|---|
| Hilltop Securities Inc | Oklahoma City | OK | 01/2011 | 07/2021 |
| Cabot Lodge Securities Llc | Oklahoma City | OK | 07/2021 | 10/2021 |
| Vista Investment Partners Llc | Oklahoma City | OK | 07/2021 | Present |
Alyosha R. Mertens 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 | 1993-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-09 |
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