CL
Christopher E. Lutz
VISTA EQUITY PARTNERS CAPITAL MARKETS
San Francisco, CA 94111
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CRD#: 7138799
CL
Professional summary
Christopher Evan Lutz is a registered financial professional currently at VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC located in San Francisco, California.
Christopher is registered as a RR (Registered Representative) and started their career in finance in 2021. Christopher has worked at 2 firms and has passed the Series 63, Series 7TO, Series 79TO and SIE exams.
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.
CRS (Client Relationship Summary) - BD
Click below to view Christopher Evan Lutz'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®
NoneExperience
Current
June 6, 2025 - Present
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
Office #1: 4 Embarcadero Center 20th Floor, San Francisco, CA 94111BD
CRD#: 332887
San Francisco, CA
Past
July 23, 2021 - June 2, 2023
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
CHICAGO, IL
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
Alabama(9/4/2025)
RR
Alaska(9/4/2025)
RR
Arizona(9/4/2025)
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Arkansas(9/4/2025)
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California(6/11/2025)
RR
Colorado(9/4/2025)
RR
Connecticut(9/4/2025)
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Delaware(9/4/2025)
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District of Columbia(9/4/2025)
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Florida(9/4/2025)
RR
Georgia(9/4/2025)
RR
Hawaii(9/4/2025)
RR
Idaho(9/4/2025)
RR
Illinois(8/8/2025)
RR
Indiana(9/4/2025)
RR
Iowa(9/4/2025)
RR
Kansas(9/4/2025)
RR
Kentucky(9/4/2025)
RR
Louisiana(9/4/2025)
RR
Maine(9/4/2025)
RR
Maryland(9/4/2025)
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Massachusetts(9/4/2025)
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Michigan(9/4/2025)
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Minnesota(9/4/2025)
RR
Mississippi(9/4/2025)
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Missouri(9/4/2025)
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Montana(9/4/2025)
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Nebraska(9/4/2025)
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Nevada(9/4/2025)
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New Hampshire(9/4/2025)
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New Jersey(9/4/2025)
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New Mexico(9/4/2025)
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New York(6/11/2025)
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North Carolina(9/4/2025)
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North Dakota(9/4/2025)
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Ohio(9/8/2025)
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Oklahoma(9/4/2025)
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Oregon(9/4/2025)
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Pennsylvania(9/4/2025)
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Puerto Rico(9/4/2025)
RR
Rhode Island(9/4/2025)
RR
South Carolina(9/4/2025)
RR
South Dakota(9/4/2025)
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Tennessee(9/4/2025)
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Texas(6/25/2025)
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Utah(9/4/2025)
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Vermont(9/4/2025)
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Virgin Islands(9/4/2025)
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Virginia(9/4/2025)
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Washington(9/4/2025)
RR
West Virginia(9/4/2025)
RR
Wisconsin(9/4/2025)
RR
Wyoming(9/4/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 4/18/2025
General Securities Representative ExaminationGeneral Industry/Product Exam
RR
Series 79TO
Date: 7/23/2021
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
VE
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
VISTA EQUITY PARTNERS CAPITAL MARKETS, LLC
CRD#: 332887 / SEC#: , 8-71280
BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information
Main Address
50 Hudson Yards Floor 77, New York, NY 10001
Mailing Address
50 Hudson Yards Floor 77, New York, NY 10001
Phone number
(212) 804-9100
Established
Delaware since 08/05/2024
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
FINRA licenses (53 States and Territories)
Documents
Direct owners and executive officers
Red Flags
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