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222 N. Park Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-09-11 |
| LA | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2021-04-19 |
| PA | RA | APPROVED | 2019-04-22 |
| FL | RA | APPROVED | 2018-08-21 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Strategic Financial Alliance, Inc. | Atlanta | GA | 08/2014 | 07/2018 |
| Green Vista Capital, Llc | Winter Park | FL | 06/2018 | Present |
| Green Vista Asset Management Llc | Winter Park | FL | 07/2018 | Present |
| Growthpoint Advisors, Llc | Winter Park | FL | 06/2017 | Present |
| Fixed Insurance | Winter Park | FL | 03/2015 | Present |
| True North Resources, Llc | Vero Beach | FL | 08/2016 | Present |
| Specialized Accounting Professionals Llc | Vero Beach | FL | 10/2018 | Present |
| Northstar Vero Properties Llc | Vero Beach | FL | 11/2018 | Present |
| Ppmg Enterprises Llc | Vero Beach | FL | 11/2018 | Present |
| Tnr Fund Manager, Llc | Winter Park | FL | 06/2019 | Present |
| True North Development Fund, Llc | Winter Park | FL | 06/2019 | Present |
| True North Development Fund, Llc | Winter Park | FL | 06/2019 | Present |
| Truvision Development Fund, Llc | Winter Park | FL | 09/2020 | Present |
| Vision 63 Llc | Winter Park | FL | 09/2020 | Present |
| Our Chillpill Llc | New Smyrna Beach | FL | 02/2021 | Present |
| Van Staden Family, Llc | Clearwater | FL | 01/2022 | Present |
| Momentum Indemnity, Inc. | Wilmington | DE | 12/2018 | Present |
| Florida-Georgia Property Group, Llc | Winter Park | FL | 02/2022 | Present |
| Rsa Developments, Llc | Winter Park | FL | 12/2021 | Present |
| Quatrotech Developments, Llc | Minneola | FL | 05/2022 | Present |
| Riviera Development Fund, Llc | Winter Park | FL | 08/2022 | Present |
1) GROWTHPOINT ADVISORS, LLC - NON INVESTMENT RELATED - 222 N. PARK AVE, WINTER PARK, FL 32789 - DBA FOR MARKETING FINANCIAL SERVICES BUSINESS - OWNER - 06/2017 - 12 HOURS/MONTH (TRADING & NON-TRADING HOURS) - SALES & ADVISORY SERVICES. 2) FIXED INSURANCE - NON INVESTMENT RELATED - 222 N. PARK AVE, WINTER PARK, FL 32789 - FIXED INSURANCE - AGENT - 03/2015 - 10 HOURS/MONTH, 5 DURING TRADING - SELL FIXED INSURANCE PRODUCTS. 3) TRUE NORTH RESOURCES, LLC - INVESTMENT RELATED - 228 N. PARK AVENUE, SUITE K, VERO BEACH, FL 32960 - CONSULTING WITH COMPANIES TO BRING POTENTIAL PROGRAMS TO THE BROKER/DEALER - PARTNER - LLC ESTABLISHED 8.2016 - 4 HOURS/MONTH, DURING TRADING - CONSULTING. 4) GREEN VISTA ASSET MANAGEMENT, LLC - INVESTMENT RELATED, INVESTMENT ADVISORY FIRM - 222 N. PARK AVE, WINTER PARK, FL 32789 - INVESTMENT ADVISER REPRESENTATIVE- 07/2018 - 60 HOURS/MONTH, 60 DURING TRADING - ADVISORY SERVICES. 5) SPECIALIZED ACCOUNTING PROFESSIONALS LLC- NON INVESTMENT RELATED, ACCOUNTING AND BOOKKEEPING SERVICES - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - OWNER, GENERAL OVERSIGHT ONLY - 1 HOUR/MONTH - START - 10/01/2018. 6) NORTHSTAR VERO PROPERTIES LLC- NON INVESTMENT RELATED, PERSONAL REAL ESTATE HOLDING COMPANY - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - MANAGING MEMBER - NO TIME DEVOTED - START 11/2018 7) PPMG ENTERPRISES LLC- NON INVESTMENT RELATED, PERSONAL REAL ESTATE HOLDING COMPANY - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - MANAGING MEMBER - NO TIME DEVOTED - START 11/2018 8) TNR FUND MANAGER, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - AUTHORIZED OWNER - 4 HOURS/MONTH - START 06/2019. 9) TRUE NORTH DEVELOPMENT FUND, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - AUTHORIZED OWNER = 4 HOURS/MONTH - START 06/2019. 10) TRUVISION DEVELOPMENT FUND, LLC - INVESTMENT RELATED - INVESTMENT NOTE PROGRAM - LOCATED AT 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - MANAGING MEMBER - 5 HOURS/MONTH - START - 9/2020. 11) VISION 63 LLC - INVESTMENT RELATED - INVESTMENT PARTNER IN TRUVISION - LOCATED AT 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - MANAGING MEMBER - 5 HOURS/MONTH - START 09/2020. 12) OUR CHILLPILL LLC - NON INVESTMENT RELATED, PERSONAL REAL ESTATE - NEW SMYRNA BEACH, FLORIDA - MANAGING MEMBER - 1 HOUR/MONTH - START 02/2021 13) VAN STADEN FAMILY, LLC - FAMILY PLANNING - CLEARWATER, FLORIDA - HALF HOUR/MONTH - START 01/2022 14) MOMENTUM INDEMNITY, INC. - NON INVESTMENT RELATED - INSURANCE RELATED - SHAREHOLDER AND SECRETARY - 1925 LOVERING AVE, WILMINGTON, DELAWARE 19806 - ONE HOUR/MONTH - START 12/2018 15) FLORIDA-GEORGIA PROPERTY GROUP, LLC - NON INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER - LOCATED AT 228 N. PARK AVE, SUITE K, WINTER PARK, FL 32789 - 0 HOURS DEDICATED PER MONTH - START 02/2022 16) RSA DEVELOPMENTS, LLC - NON INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER- LOCATED AT 228 N. PARK AVE, SUITE K, WINTER PARK, FL 32789 - 0 HOURS/MONTH - START 12/2021 17) QUATROTECH DEVELOPMENTS, LLC - NON-INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER - LOCATED AT 2016 LULA ROAD, MINNEOLA, FL 34715 - 1 HOUR/MONTH - START 05/2022 18) RIVIERA DEVELOPMENT FUND, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - MEMBER - 1QUARTER - START 08/2022
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-14 |
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