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222 N. Park Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-04-02 |
| LA | RA | APPROVED | 2024-08-30 |
| CA | RA | APPROVED | 2024-08-29 |
| PA | RA | APPROVED | 2024-08-28 |
| OH | RA | APPROVED | 2024-08-27 |
| TX | RA | APPROVED_RES | 2024-08-27 |
| FL | RA | APPROVED | 2021-03-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Flight Scope | Orlando | FL | 06/2018 | Present |
| Saint Francis University | Loretto | PA | 05/2016 | 05/2018 |
| Green Vista Capital | Winter Park | FL | 10/2019 | Present |
| Green Vista Asset Management | Winter Park | FL | 02/2021 | 06/2024 |
| Green Vista Asset Management | Winter Park | FL | 06/2024 | Present |
GREEN VISTA ASSET MANAGEMENT - INVESTMENT RELATED, INVESTMENT ADVISORY FIRM - 222 N. PARK AVE, WINTER PARK, FL 32789 - OWNER AND INVESTMENT ADVISER REPRESENTATIVE- 06/2024 - 60 HOURS/MONTH, 60 DURING TRADING - ADVISORY SERVICES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-24 |
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