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Sally Carolyn Tomlinson

Green Vista Asset Management LLC

Winter Park, FL

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Current Employers
Green Vista Asset Management Llc

222 N. Park Avenue, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2021-03-05
  • FL RA
    APPROVED
    Since 2021-03-05

Branch Locations

222 N. Park Avenue, Winter Park, FL 32789 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Smith & Nephew Cape Town 09/2004 09/2017
Dillard's Estero FL 01/2018 06/2019
Unemployed Estero FL 08/2017 12/2017
Green Vista Capital, Llc Winter Park FL 08/2019 Present
Green Vista Asset Management Winter Park FL 02/2021 Present
  • 09/2004 → 09/2017
    Smith & Nephew
    Cape Town
  • 01/2018 → 06/2019
    Dillard's
    Estero, FL
  • 08/2017 → 12/2017
    Unemployed
    Estero, FL
  • 08/2019 → Present
    Green Vista Capital, Llc
    Winter Park, FL
  • 02/2021 → Present
    Green Vista Asset Management
    Winter Park, FL
Other Businesses

GREEN VISTA ASSET MANAGEMENT - INVESTMENT ADVISER - DEDICATES 20 HOURS PER MONTH.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-09-28
S63 Uniform Securities Agent State Law Examination 2019-10-15
  • S65 Uniform Investment Adviser Law Examination
    2020-09-28
  • S63 Uniform Securities Agent State Law Examination
    2019-10-15
Other Names
  • Sally Carolyn Tomilson

View on SEC IAPD

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Other Investors

Bradley Dean Erb
Julie Kerr Tecau
Samuel Warren Gruenig
Brittney Rhyianna Cooper
Carlton J Smith
Erin B Long
Misty Morris
DiIvory Edgecomb

Other Offices

EDWARD JONES · Winter Park, FL
STATE FARM INVESTMENT MANAGEMENT CORP. · Winter Park, FL
THRIVENT INVESTMENT MANAGEMENT INC. · Winter Park, FL
LPL FINANCIAL LLC · WINTER PARK, FL
AMERIPRISE FINANCIAL SERVICES, LLC · Winter Park, FL
WELLS FARGO CLEARING SERVICES, LLC · WINTER PARK, FL
DOBSON STREET LLC · WINTER PARK, FL
PFS INVESTMENTS INC. · WINTER PARK, FL

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