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222 N. Park Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| G.A. Repple & Company | Casselberry | FL | 02/2013 | 01/2021 |
| Green Vista Capital | Winter Park | FL | 01/2019 | Present |
| Green Vista Asset Management | Winter Park | FL | 02/2021 | Present |
| Copley Alternative Investments Inc. | San Diego | CA | 02/2026 | Present |
| Kindling Mbd Llc | Atlanta | GA | 03/2026 | Present |
| Bridgefield Capital Llc | Long Island City | NY | 07/2026 | Present |
1) LAKELAND JUDO ACADEMY - JUDO HEAD COACH- PART TIME - NON INVESTMENT RELATED - APPROX 5 HRS/MO- NOT DURING TRADING HRS. LESS THAN $600 ANNUALLY. 2) ELITE GUNITE, CONSTRUCTION WORK, 96 HRS/MO ALL DURING TRADING - NON INVESTMENT RELATED. 3) GREEN VISTA CAPITAL, FINOP, STARTED 1/2019, APPROX 10 HRS/MO., 222 N. PARK AVENUE, WINTER PARK, FL 32789, REVIEW MONTHLY FINANCIAL STATEMENTS AND MAKE REGULATORY FILINGS, IN ADDITION, THE POSITION INCLUDES GIVING ADVISE ON ACCOUNTING MATTERS, AS WELL AS PRODUCT DUE DILIGENCE. COMPENSATION IS IN THE FORM OF A FIXED MONTHLY FEE. INVESTMENT RELATED. SERVICES ARE PROVIDED UNDER PLB CONSULTING LLC (PHILIP BEYTELL - OWNER & MANAGER). . 4) GREEN VISTA ASSET MANAGEMENT - INVESTMENT ADVISER - LOCATED AT 222 N. PARK AVE, WINTER PARK, FL 32789 - DEDICATES 10 HOURS PER MONTH. 5) VENTURE POINT CAPITAL - MANAGER PRODUCT SPONSOR - LOCATED AT: 228 N. PARK AVENUE, WINTER PARK, FL 32789 - START DATE: SEPT 3, 2024 - DECICATES 0 HOURS DURING MARKET HOURS. 6) FINOP SERVICES TO MULTIPLE BROKER DEALERS UNDER PLB CONSULTING LLC, (PHILIP BEYTELL - OWNER AND MANAGER). START: 02/2026. APPROX. 10 HRS/MO OUTSIDE OF TRADING HOURS. NOMINAL COMPENSATION . I'm a Financial Operations Principal ("Finop") and Compliance Consultant who also provides Registered Compliance Services such as CCO Services and Finop services for multiple Member Firms. These services are provided on an as needed basis both during standard working hours as well as after hours. From time to time, I may become engaged by a member Firm or leave an engagement. As such, this notice on my Form U4 will fulfill my reporting obligations under Rule 3270 and that any Firm that I register with has access to and will be notified through the FINRA CRD system anytime that my license is processed by another Firm or a U5 is Issued for me from another Member Firm. The Firm Acknowledges that it has made the considerations under Rule 3270 that a customer of the Firm will not be confused by my associations and that my working with multiple Firms does not inhibit my ability to attend to the Firm's needs.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-07-09 |
| S65 | Uniform Investment Adviser Law Examination | 2012-03-01 |
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