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One Woodside Drive, Richmond, IN 47374 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Richmond | IN | 09/2016 | 12/2017 |
| Cantella & Co., Inc. | Boston | MA | 01/2018 | 10/2022 |
| Vista Investment Partners Llc | Richmond | IN | 01/2018 | 11/2023 |
| Level Four Financial, Llc | Dallas | TX | 10/2022 | Present |
| Vista Investment Partners | Richmond | IN | 11/2023 | Present |
1. VISTA INVESTMENT PARTNERS - DBA NAME FOR BROKERAGE BUSINESS CONDUCTED THROUGH LEVEL FOUR FINANCIAL, LLC., REGISTERED REPRESENTATIVE, 20 HOURS PER MONTH DEVOTED DURING TRADING HOURS / STARTED 10/2022. INVESTMENT RELATED 2. ORANGE HORIZON WEALTH, LLC, DBA UNDER VISTA INVESTMENT RIA, STARTED 5/15/2024, DEVOTE APPROX 30 HOURS PER MONTH DURING TRADING HOURS TO THIS ENTITY, INVESTMENT RELATED, MINORITY OWNER, BOOKKEEPER, ADMIN ASSISTANT, 1 WOODSIDE DRIVE, RICHMOND IN 47374. 3. BTC ADVISOR, LLC, HOLDING COMPANY, STARTED 5/15/2024, DEVOTE APPROX 1 HOUR PER MONTH DURING TRADING HOURS TO THIS ENTITY, INVESTMENT RELATED, BOOKEEPER, ADMIN ASSISTANT, MINORITY OWNER, 1 WOODSIDE DRIVE, RICHMOND IN 47374.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-25 |
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