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Scottsdale, AZ • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-01-06 |
| AZ | RA | APPROVED | 2026-01-02 |
| CA | RA | APPROVED | 2025-12-24 |
Branch Locations
Scottsdale, AZ • United States
Scottsdale, AZ • United States
Carlsbad, CA • 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 |
|---|---|---|---|---|
| Robert W. Baird | Scottsdale | AZ | 11/2008 | 06/2022 |
| Xcelsior Advisor Partners Llc | Scottsdale | AZ | 12/2025 | Present |
| Unemployed | Scottsdale | AZ | 06/2022 | 12/2025 |
1) VISTA WEALTH MANAGEMENT OF SCOTTSDALE, LLC; INVESTMENT RELATED; SCOTTSDALE, AZ; RIA; OWNER; START DATE 12/2025; 80 HOURS/MTH DURING SECURITIES TRADING HOURS; INVESTMENT ADVISORY DUTIES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1985-11-04 |
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