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Vista Investment Partners LLC CRD 286014
$611M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OK | RA | APPROVED | 2023-02-17 |
| CA | RA | APPROVED | 2017-03-25 |
| LA | RA | APPROVED | 2017-03-25 |
| TX | RA | APPROVED | 2017-03-25 |
Branch Locations
5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118 • United States
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 & Associates, Inc. | Oklahoma City | OK | 10/2009 | 12/2016 |
| Vista Investment Partners Llc | Oklahoma City | OK | 12/2016 | Present |
| Vista Investment Partners Llc | Oklahoma City | OK | 04/2023 | 06/2024 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-04-26 |
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