Preston Rhoades has been an investment adviser representative at Vista Cima Wealth Management since January 2022, and is not listed among the firm’s executive officers or direct owners. Preston Rhoades holds an Associate of Science in Chemistry from Salt Lake Community College and a Doctor of Pharmacy from Midwestern University College of Pharmacy - Glendale.
Vista Cima Wealth Management LLC is a firm with $143M under management, 266 clients and 3 advisers in one office, as of its March 2026 filing.
Preston Rhoades is a Registered Investment Advisor with Vista Cima Wealth Management. Before transitioning to financial advising, he spent nearly a decade as a pharmacy manager and PIC. His experience includes five years at CVS in Prescott Valley, AZ, and Phoenix, AZ, as well as three years at an independent pharmacy, C.A.R.E. Pharmacy in Peoria, AZ.
- – present · 4 yearsSurprise, AZ · Adviser representative · Firm CRD 304672
Investment adviser representative registrations
Preston Rhoades is registered as an investment adviser representative in Arizona, since January 2022.
- ArizonaSince 18 January 2022
Examinations
| Exam | Name | Passed |
|---|---|---|
| Series 65 | Uniform Investment Adviser Law Examination | 8 January 2022 |
- Name
- Uniform Investment Adviser Law Examination
- Full name
- Preston Winslow Rhoades
- CRD
- 7483221
- Firm
- Vista Cima Wealth Management · CRD 304672
- Office
- Surprise, AZ
- Registration
- Investment adviser registration
- In the industry since
- January 2022
- Disciplinary history
- Not yet shown here · SEC record
- Firm bio
- vistacima.com
Where does Preston Rhoades work?
Preston Rhoades is an investment adviser representative registered through Vista Cima Wealth Management LLC since January 2022, and is not listed among the firm’s executive officers or direct owners.
Is Preston Rhoades a financial advisor?
Yes. Preston Rhoades has a current investment-adviser registration in Arizona, through Vista Cima Wealth Management since January 2022.
How many years of experience does Preston Rhoades have?
Preston Rhoades has 4 years in the financial industry, since January 2022, across 1 adviser firm.
What exams has Preston Rhoades passed?
Preston Rhoades passed the Series 65 in January 2022.
Where is Preston Rhoades based?
Preston Rhoades’ registered office is in Surprise, AZ.
Is Preston Rhoades registered with FINRA?
No. Preston Rhoades has no current broker registration.
How can I verify Preston Rhoades’ record?
Search CRD 7483221 on the SEC’s adviser search (adviserinfo.sec.gov), which publishes Preston Rhoades’ full registration record.
