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222 N. Park Avenue, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2019-05-21 |
Branch Locations
222 N. Park Avenue, Winter Park, FL 32789 • United States
60 Spring Vista Drive Suite A, Debary, FL 33173 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clements Cpas Pa | Sanford | FL | 02/2006 | Present |
| Wealth Managment, Llc | Norfolk | NE | 03/2010 | 01/2018 |
| Green Vista Asset Management Llc | Winter Park | FL | 09/2018 | Present |
CLEMENTS CPA GROUP PA, LOCATED AT 60 SPRING VISTA DR, STE A, DEBARY, FL, 32713. TAX PREPARATION/ACCOUNTING AND ACCOUNTANT/BOOKKEEPER. START DATE 7/2006. TIME DEVOTED: 160 HOURS, 5 HOURS DURING TRADING HOURS. DUTIES: FEDERAL TAX PLANING AND PREPARATION BOOKKEEPING. ROLE: PRESIDENT.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-12-31 |
| S65 | Uniform Investment Adviser Law Examination | 2010-05-06 |
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