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AP

Arminda H. Parsons

Some features on this profile are disabled
CRD#: 1356000
AP

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Arminda Hogan Parsons, who also goes by Arminda Jane Hogan, Arminda Hogan, Arminda H Parsons, Mindy Parsons, was a registered financial professional .

Arminda is a previously registered financial professional and started their career in finance in 1985. Arminda had worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 3, Series 7 and Series 8 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Arminda Jane Hogan | Arminda Hogan | Arminda H Parsons | Mindy Parsons

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience

Past

March 30, 2017 - June 10, 2020

VISTA INVESTMENT PARTNERS LLC

RIA
CRD#: 286014
OKLAHOMA CITY, OK
Past

January 19, 2017 - May 18, 2017

IFS SECURITIES

BD
CRD#: 40375
Oklahoma City, OK
Past

October 23, 2009 - December 31, 2016

RAYMOND JAMES & ASSOCIATES, INC.

RIA
CRD#: 705
OKLAHOMA CITY, OK
Past

October 23, 2009 - December 31, 2016

RAYMOND JAMES & ASSOCIATES, INC.

BD
CRD#: 705
OKLAHOMA CITY, OK
Past

June 1, 2009 - October 27, 2009

MORGAN STANLEY

RIA
CRD#: 149777
OKLAHOMA CITY, OK
Past

June 1, 2009 - October 27, 2009

MORGAN STANLEY

BD
CRD#: 149777
OKLAHOMA CITY, OK
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

RIA
CRD#: 8209
OKLAHOMA CITY, OK
Past

April 2, 2007 - June 1, 2009

MORGAN STANLEY & CO. LLC

BD
CRD#: 8209
OKLAHOMA CITY, OK
Past

February 5, 2001 - April 2, 2007

MORGAN STANLEY DW INC.

RIA
CRD#: 7556
OKLAHOMA CITY, OK
Past

October 23, 2000 - April 2, 2007

MORGAN STANLEY DW INC.

BD
CRD#: 7556
OKLAHOMA CITY, OK
Past

November 23, 1993 - October 19, 2000

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

BD
CRD#: 7691
NEW YORK, NY
Past

July 31, 1993 - November 12, 1993

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059
NEW YORK, NY
Past

August 9, 1991 - July 31, 1993

LEHMAN BROTHERS INC.

BD
CRD#: 7506
NEW YORK, NY
Past

March 14, 1988 - January 24, 1990

PRUDENTIAL EQUITY GROUP, LLC

BD
CRD#: 7471
NEW YORK, NY
Past

April 23, 1985 - March 17, 1988

CITIGROUP GLOBAL MARKETS INC.

BD
CRD#: 7059

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
VI
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC

CRD#: 286014 / SEC#: 801-108779

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams

State Security Law Exam
IAR
Series 65
Date: 2/12/1998
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 5/15/1985
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 5/18/2017
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 3
Date: 9/3/1986
National Commodity Futures Examination
General Industry/Product Exam
RR
Series 7
Date: 4/20/1985
General Securities Representative Examination
Principal/Supervisory Exam
RR
Series 8
Date: 12/11/1986
General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

VI
VISTA INVESTMENT PARTNERS LLC
VISTA INVESTMENT PARTNERS LLC

CRD#: 286014 / SEC#: 801-108779

RIA
Registered Investment Advisory firm - (1/3/2017 Approved)
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Contact information

Main Address
5601 North Classen Boulevard Suite 101, Oklahoma City, OK 73118
Mailing Address
Phone number
(405) 608-5390
Established
Firm type
Fiscal year end
# of Employees
9

SEC notice filing (20 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

VISTA INVESTMENT PARTNERS - PART 2A BROCHURE (1/22/2025)

Regulatory assets under management

Total Number of Accounts1,601
AUM (Assets Under Management)$ 541,021,596

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

VISTA INVESTMENT PARTNERS LLC

CRD#: 286014

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