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RIA / WealthAdvisor20 years in industry

RYAN MARSHALL WALTER

Advisor at VISTAMARK INVESTMENTS

HINSDALE, IL

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Search this name across graphsid dfx:ria:fd7d34ab-5f04-592a-90e4-c03833c08dbe

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 5:35 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Apr 10, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: VISTAMARK INVESTMENTS
Current firm class: mixed wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 9, 2006earliest registration or exam on IAPD
Years in industry: 20derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66|S65
First exam: Mar 9, 2006
First registration: Apr 10, 2006
Dual registered: no
Other names: RYAN WALTER
IAPD individual key: 5066998

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
VISTAMARK INVESTMENTS	Mixed wealth	May 11, 2026	n/a	yes	HINSDALE, IL	Current employment
J.P. MORGAN SECURITIES LLC	Wirehouse	Jun 3, 2011	May 15, 2012	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
CHASE INVESTMENT SERVICES CORP.	Former SEC adviser	May 7, 2008	Jun 1, 2011	no	CHICAGO, IL\|CHICAGO, IL	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 10, 2006	Mar 19, 2008	no	CLEVELAND, OH\|CHAGRIN FALLS, OH\|CLEVELAND, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
J.P. MORGAN SECURITIES LLC	VISTAMARK INVESTMENTS	May 15, 2012	May 11, 2026	5,109	Firm change after gap	Wirehouse to RIA
CHASE INVESTMENT SERVICES CORP.	J.P. MORGAN SECURITIES LLC	Jun 1, 2011	Jun 3, 2011	2	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	CHASE INVESTMENT SERVICES CORP.	Mar 19, 2008	May 7, 2008	49	Firm change	Other

Relationships

Registered with (4)

→ VISTAMARK INVESTMENTSRegistered adviserregistration: current employment
May 11, 2026 to presentfactForm ADV
→ J.P. MORGAN SECURITIES LLCRegistered adviserregistration: previous registration
Jun 3, 2011 to May 15, 2012factForm ADV
→ CHASE INVESTMENT SERVICES CORP.Registered adviserregistration: previous registration
May 7, 2008 to Jun 1, 2011factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 10, 2006 to Mar 19, 2008factForm ADV

Dated events

No dated event names this entity yet.