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JH

Joshua J. Honeycutt

MAR VISTA INVESTMENT PARTNERS
Los Angeles, CA 90025
Some features on this profile are disabled
CRD#: 4100509
JH

Professional summary


Joshua Joseph Honeycutt, who also goes by Joshua Honeycutt, is a registered financial advisor currently at MAR VISTA INVESTMENT PARTNERS, LLC located in Los Angeles, California.

Joshua is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2000. Joshua has worked at 6 firms and has passed the Series 65, Series 66 and Series 7 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Joshua Honeycutt

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) - RIA


Click below to view Joshua Joseph Honeycutt's CRS (Customer Relationship Summary).
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

January 6, 2009 - Present

MAR VISTA INVESTMENT PARTNERS, LLC

Office #1: 11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025
RIA
CRD#: 144906
Los Angeles, CA
Past

January 3, 2005 - February 19, 2008

FORESIDE DISTRIBUTION SOLUTIONS, LLC

BD
CRD#: 118787
SANTA MONICA, CA
Past

September 24, 2004 - January 2, 2009

ROXBURY CAPITAL MANAGEMENT LLC

RIA
CRD#: 108832
SANTA MONICA, CA
Past

December 17, 2001 - December 31, 2004

FORESIDE FUNDS DISTRIBUTORS LLC

BD
CRD#: 31334
PORTLAND, ME
Past

January 28, 2000 - March 6, 2000

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

January 28, 2000 - March 6, 2000

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
MINNEAPOLIS, MN

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".
MV
MAR VISTA INVESTMENT PARTNERS, LLC
LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA
Registered Investment Advisory firm - (10/4/2007 Approved)

State Registrations and Notice Filings


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

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
California
(1/6/2009)
IAR
Texas
(2/23/2017)

Exams


State Security Law Exam
IAR
Series 65
Date: 10/10/2000
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
IAR
Series 66
Date: 2/8/2000
Uniform Combined State Law Examination
General Industry/Product Exam

Current Firm


MV
MAR VISTA INVESTMENT PARTNERS, LLC
LATIGO INVESTMENT PARTNERS, LLC | MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906 / SEC#: 801-68369

RIA
Registered Investment Advisory firm - (10/4/2007 Approved)
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Contact information


Main Address
11150 Santa Monica Blvd Suite 320, Los Angeles, CA 90025
Mailing Address
Phone number
(310) 917-2800
Established
Firm type
Fiscal year end
# of Employees
17

SEC notice filing (12 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

ADV 2A (10/23/2025)

Regulatory assets under management


Total Number of Accounts268
AUM (Assets Under Management)$ 1,509,969,079

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


MAR VISTA INVESTMENT PARTNERS, LLC

CRD#: 144906Los Angeles, CA 90025

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