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KB

Keith H. Black

VISION 4 FUND DISTRIBUTORS
Scottsdale, AZ 85260
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CRD#: 2082625
KB

Professional summary


Keith Howard Black is a registered financial professional currently at VISION 4 FUND DISTRIBUTORS located in Scottsdale, Arizona.

Keith is registered as a RR (Registered Representative) and started their career in finance in 2004. Keith has worked at 3 firms and has passed the Series 63, Series 7TO, SIE, Series 86, Series 87 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

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) - BD


Click below to view Keith Howard Black's CRS (Customer Relationship Summary).

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


Current

October 11, 2023 - Present

VISION 4 FUND DISTRIBUTORS

Office #1: 9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260
BD
CRD#: 298105
Scottsdale, AZ
Past

January 9, 2023 - October 4, 2023

TANGENT CAPITAL PARTNERS, LLC

BD
CRD#: 146999
SHORT HILLS, NJ
Past

September 9, 2004 - August 10, 2007

MAULDIN SECURITIES, LLC

BD
CRD#: 128378
DALLAS, TX

State Registrations and Notice Filings


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

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Tennessee
(10/11/2023)

Exams


State Security Law Exam
RR
Series 63
Date: 1/19/2023
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 1/7/2023
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


V4
VISION 4 FUND DISTRIBUTORS
VISION 4 FUND DISTRIBUTORS | VISION 4 FUND DISTRIBUTORS LLC

CRD#: 298105 / SEC#: , 8-70175

BD
Broker-Dealer Firm Regulated by FINRA (Denver district office)
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Contact information


Main Address
9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260
Mailing Address
9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260
Phone number
(480) 634-6980
Established
Delaware since 01/23/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (27 States and Territories)


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

Documents


Direct owners and executive officers


NamePositionCRD#
GARD, DAVID WAYNEMANAGING DIRECTOR722647
JOHNSON, HENRY PMANAGING DIRECTOR5559118
KUJALOWICZ, PAUL EDWARDPRESIDENT/MANAGING DIRECTOR1020049
SULLIVAN, CORNELIUS JOSEPHMANAGING DIRECTOR2094448
VAINISI, JEROME ARTHURCHIEF EXECUTIVE OFFICER2011056
FOSTER, TODD MICHAELPASSIVE MEMBER3024634
GREER, JOHN WILLIAMPASSIVE MEMBER6148298
LEE, BRYAN MATTHEWPASSIVE MEMBER4779819
QUALTERS, DONALD PPASSIVE MEMBER3184519
DAVIS, TAYLOR RENEECHIEF COMPLIANCE OFFICER5384424
PORTWOOD, WILLIAM BOYCECHIEF FINANCIAL OFFICER/FINOP/PFO/POO4853700

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


VISION 4 FUND DISTRIBUTORS

CRD#: 298105Scottsdale, AZ 85260

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