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Preston Winslow Rhoades

Vista Cima Wealth Management LLC

Surprise, AZ

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Current Employers
Vista Cima Wealth Management Llc

Surprise, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2022-01-18
  • AZ RA
    APPROVED
    Since 2022-01-18

Branch Locations

Surprise, AZ • 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
Cvs/Pharmacy Phoenix AZ 09/2014 09/2018
C.A.R.E. Pharmacy Llc Peoria AZ 09/2018 12/2021
Vista Cima Wealth Management Surprise AZ 12/2021 Present
  • 09/2014 → 09/2018
    Cvs/Pharmacy
    Phoenix, AZ
  • 09/2018 → 12/2021
    C.A.R.E. Pharmacy Llc
    Peoria, AZ
  • 12/2021 → Present
    Vista Cima Wealth Management
    Surprise, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-01-08
  • S65 Uniform Investment Adviser Law Examination
    2022-01-08

View on SEC IAPD

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