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Tamara Lynn Witham

Greenlife Advisors, LLC

Harrison, NY

CRD 2214046

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Employer firm

Greenlife Advisors, LLC CRD 296885

$19.8M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Greenlife Advisors, Llc

500 Mamaroneck Avenue Suite 320, Harrison, NY 10528 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-02-03
  • NY RA
    APPROVED
    Since 2021-02-03

Branch Locations

500 Mamaroneck Avenue Suite 320, Harrison, NY 10528 • 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
Greenlife Advisors, Llc Harrison NY 07/2016 Present
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2008-11-14
  • S63 Uniform Securities Agent State Law Examination
    2008-11-14
Designations
  • Certified Financial Planner
  • Chartered Financial Analyst
Other Names
  • Tami Vendig
  • Tamara Lynn Vendig
  • Tami Witham

View on SEC IAPD

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