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Vero Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-08-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Treasure Coast Financial Planning, Inc. | Vero Beach | FL | 07/2003 | 01/2019 |
| Tax Saving Professionals Dba Tsp Family Office | Vero Beach | FL | 01/2019 | 09/2022 |
| Green Vista Asset Management Llc | Winter Park | FL | 06/2020 | 09/2020 |
| Prosperity Path Advisers, Llc Fka Tsp Financial, Llc | Vero Beach | FL | 12/2021 | Present |
1. NON-INVESTMENT RELATED; VERO BEACH, FL; TAX PLANNING; CPA; 7/23/2003; APPROX. 20% -- MOST OF WHICH IS BETWEEN FEB - APR WITH SOME RESIDUAL AND DURING THOSE MONTHS A FAIR AMOUNT IS SPENT DURING NIGHT/WEEKENDS AND MUCH LESS OVER REMAINDER OF THE MONTHS; PROVIDE TAX PLANNING SERVICES/PREPARATION FOR CLIENTS. 2. Provence Bay HOA; Non Investment-Related; Vero Beach, FL; HOA; Treasurer; 4/2026; spends 10 hrs/mo; spends 0-2 hrs/mo during securities trading hours; Duties as Treasurer are: review monthly financial statements, assist with and review budget creation and monitoring, discuss and vote on HOA agenda items as they arise, review architectural requests, monitor and maintain community standards.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-14 |
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