Full text of VISTA POINT ADVISORS, LLC's X-17A-5 filed 2024-02-27 (period 2023-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ## **FINANCIAL STATEMENTS** **DECEMBER 31, 2023** {1}------------------------------------------------ | | UNITED STATES | OMB APPROVAL | |--------------------------------------------------------------|--------------------------------------------------------------------------------------------------------------------------|----------------------------------------------------| | | SECURITIES AND EXCHANGE COMMISSION | OMB Number: 3235-0123 | | | Washington, D.C. 20549 | Expires: Nov. 30, 2026<br>Estimated average burden | | | | hours per response: 12 | | | ANNUAL REPORTS | SEC FILE NUMBER | | | FORM X-17A-5 | 8-68852 | | | PARTII | | | | | | | | FACING PAGE<br>Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934 | | | | | | | FILING FOR THE PERIOD BEGINNING ____ 01/01/23 | AND ENDING | 12/31/23 | | | MM/DD/YY | MM/DD/YY | | | A. REGISTRANT IDENTIFICATION | | | NAME OF FIRM: Vista Point Advisors, LLC | | | | | | | | TYPE OF REGISTRANT (check all applicable boxes): | | | | � Broker-dealer | | L Major security-based swap participant | | □ Check here if respondent is also an OTC derivatives dealer | | | | | | | | | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | 555 Mission Street, Suite 2650 | | | | | (No. and Street) | | | San Francisco | California | 94105 | | (City) | (State) | (Zip Code) | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | | Michael Lyon | (415) 722-3506 | mike@vistapointadvisors.com | | (Name) | (Area Code - Telephone Number) | (Email Address) | | | B. ACCOUNTANT IDENTIFICATION | | | | | | | | INDEPENDENT PUBLIC ACCOUNTANT whose reports are contained in this filing | | | Cropper Accountancy Corporation | | | | | (Name - if individual, state last, first, and middle name) | | | | 2700 Ygnacio Valley Blvd, Suite 270 Walnut Creek | California<br>94598 | | (Address) | (City) | (State)<br>(Zip Code) | | March 4, 2009 | | 3381 | | (Date of Registration with PCAOB)(if applicable) | | | | | FOR OFFICIAL USE ONLY | (PCAOB Registration Number, if applicable) | | | | | displays a currently valid OMB control number. {2}------------------------------------------------ #### OATH OR AFFIRMATION | Michael Lyon | swear (or affirm) that, to the best of my knowledge and belief, the | | |----------------------------------------------------------------------|----------------------------------------------------------…Read the full text as markdown