Full text of VISTA POINT ADVISORS, LLC's X-17A-5 filed 2025-03-05 (period 2024-12-31). Broker-dealer annual report from SEC EDGAR — readable, searchable, and available as markdown for AI agents.
{0}------------------------------------------------ ### **FINANCIAL STATEMENTS** **DECEMBER 31, 2024** {1}------------------------------------------------ #### **UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549** OMB APPROVAL OMB Number: ϯϮϯϱͲϬϭϮϯ Expires: EŽǀ͘ϯϬ͕ϮϬϮϲ Estimated average burden hours per response: ### **ANNUAL REPORTS FORM X-17A-5 PART III** SEC FILE NUMBER 8-68852 **FACING PAGE** **Information Required Pursuant to Rules 17a-5, 17a-12, and 18a-7 under the Securities Exchange Act of 1934** | FILING FOR THE PERIOD BEGINNING _____________________ AND ENDING ______________________ | 01/01/24<br>MM/DD/YY | | 12/31/24<br>MM/DD/YY | | | |---------------------------------------------------------------------------------------------------------------------------------------------------------------------------|-----------------------------------------------------------------------------------------------------|---------------------------------------|--------------------------------------------|--|--| | A. REGISTRANT IDENTIFICATION | | | | | | | Vista Point Advisors, LLC<br>NAME OF FIRM: _______________________________________________________________________ | | | | | | | TYPE OF REGISTRANT (check all applicable boxes):<br>܆<br>܆<br>Broker-dealer<br>Security-based swap dealer<br>܆ Check here if respondent is also an OTC derivatives dealer | ܆ | Major security-based swap participant | | | | | ADDRESS OF PRINCIPAL PLACE OF BUSINESS: (Do not use a P.O. box no.) | | | | | | | 555 Mission Street, Suite 2650<br>_____________________________________________________________________________________ | | | | | | | | (No. and Street) | | | | | | San Francisco | California<br>_____________________________________________________________________________________ | | 94105 | | | | (City) | (State) | | (Zip Code) | | | | PERSON TO CONTACT WITH REGARD TO THIS FILING | | | | | | | Michael Lyon<br>_____________________________________________________________________________________ | (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<br>_____________________________________________________________________________________ | | | | | | | | (Name – if individual, state last, first, and middle name) | | | | | | 2700 Ygnacio…Read the full text as markdown