PV
Philippus T. Van Staden
GREEN VISTA ASSET MANAGEMENT LLC
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 4489166
PV
Professional summary
Philippus Theunis Van Staden, who also goes by Philippus Theunis Van Stadden, Philip Van Staden, is a registered financial advisor currently at GREEN VISTA ASSET MANAGEMENT LLC located in Winter Park, Florida and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
Philippus is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2003. Philippus has worked at 4 firms and has passed the Series 66, SIE, Series 7, Series 14 and Series 24 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Philippus Theunis Van Stadden | Philip Van Staden
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1) GROWTHPOINT ADVISORS, LLC - NON INVESTMENT RELATED - 222 N. PARK AVE, WINTER PARK, FL 32789 - DBA FOR MARKETING FINANCIAL SERVICES BUSINESS - OWNER - 06/2017 - 12 HOURS/MONTH (TRADING & NON-TRADING HOURS) - SALES & ADVISORY SERVICES. 2) FIXED INSURANCE - NON INVESTMENT RELATED - 222 N. PARK AVE, WINTER PARK, FL 32789 - FIXED INSURANCE - AGENT - 03/2015 - 10 HOURS/MONTH, 5 DURING TRADING - SELL FIXED INSURANCE PRODUCTS. 3) TRUE NORTH RESOURCES, LLC - INVESTMENT RELATED - 228 N. PARK AVENUE, SUITE K, VERO BEACH, FL 32960 - CONSULTING WITH COMPANIES TO BRING POTENTIAL PROGRAMS TO THE BROKER/DEALER - PARTNER - LLC ESTABLISHED 8.2016 - 4 HOURS/MONTH, DURING TRADING - CONSULTING. 4) GREEN VISTA ASSET MANAGEMENT, LLC - INVESTMENT RELATED, INVESTMENT ADVISORY FIRM - 222 N. PARK AVE, WINTER PARK, FL 32789 - INVESTMENT ADVISER REPRESENTATIVE- 07/2018 - 60 HOURS/MONTH, 60 DURING TRADING - ADVISORY SERVICES. 5) SPECIALIZED ACCOUNTING PROFESSIONALS LLC- NON INVESTMENT RELATED, ACCOUNTING AND BOOKKEEPING SERVICES - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - OWNER, GENERAL OVERSIGHT ONLY - 1 HOUR/MONTH - START - 10/01/2018. 6) NORTHSTAR VERO PROPERTIES LLC- NON INVESTMENT RELATED, PERSONAL REAL ESTATE HOLDING COMPANY - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - MANAGING MEMBER - NO TIME DEVOTED - START 11/2018 7) PPMG ENTERPRISES LLC- NON INVESTMENT RELATED, PERSONAL REAL ESTATE HOLDING COMPANY - LOCATED AT 2150 15TH AVENUE, VERO BEACH, FL 32960 - MANAGING MEMBER - NO TIME DEVOTED - START 11/2018 8) TNR FUND MANAGER, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - AUTHORIZED OWNER - 4 HOURS/MONTH - START 06/2019. 9) TRUE NORTH DEVELOPMENT FUND, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - AUTHORIZED OWNER = 4 HOURS/MONTH - START 06/2019. 10) TRUVISION DEVELOPMENT FUND, LLC - INVESTMENT RELATED - INVESTMENT NOTE PROGRAM - LOCATED AT 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - MANAGING MEMBER - 5 HOURS/MONTH - START - 9/2020. 11) VISION 63 LLC - INVESTMENT RELATED - INVESTMENT PARTNER IN TRUVISION - LOCATED AT 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - MANAGING MEMBER - 5 HOURS/MONTH - START 09/2020. 12) OUR CHILLPILL LLC - NON INVESTMENT RELATED, PERSONAL REAL ESTATE - NEW SMYRNA BEACH, FLORIDA - MANAGING MEMBER - 1 HOUR/MONTH - START 02/2021 13) VAN STADEN FAMILY, LLC - FAMILY PLANNING - CLEARWATER, FLORIDA - HALF HOUR/MONTH - START 01/2022 14) MOMENTUM INDEMNITY, INC. - NON INVESTMENT RELATED - INSURANCE RELATED - SHAREHOLDER AND SECRETARY - 1925 LOVERING AVE, WILMINGTON, DELAWARE 19806 - ONE HOUR/MONTH - START 12/2018 15) FLORIDA-GEORGIA PROPERTY GROUP, LLC - NON INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER - LOCATED AT 228 N. PARK AVE, SUITE K, WINTER PARK, FL 32789 - 0 HOURS DEDICATED PER MONTH - START 02/2022 16) RSA DEVELOPMENTS, LLC - NON INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER- LOCATED AT 228 N. PARK AVE, SUITE K, WINTER PARK, FL 32789 - 0 HOURS/MONTH - START 12/2021 17) QUATROTECH DEVELOPMENTS, LLC - NON-INVESTMENT RELATED - CREATED TO PURCHASE AND DEVELOP LAND - LLC MEMBER - LOCATED AT 2016 LULA ROAD, MINNEOLA, FL 34715 - 1 HOUR/MONTH - START 05/2022 18) RIVIERA DEVELOPMENT FUND, LLC - INVESTMENT RELATED, 228 N. PARK AVENUE, SUITE K, WINTER PARK, FL 32789 - REAL ESTATE DEVELOPMENT - MEMBER - 1QUARTER - START 08/2022
CRS (Client Relationship Summary) - RIA
Click below to view Philippus Theunis Van Staden's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
August 21, 2018 - Present
GREEN VISTA ASSET MANAGEMENT LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789RIA
CRD#: 296855
Winter Park, FL
Current
July 18, 2018 - Present
GREEN VISTA CAPITAL, LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789BD
CRD#: 293630
Winter Park, FL
Past
September 23, 2014 - July 11, 2018
THE STRATEGIC FINANCIAL ALLIANCE, INC.
RIA
CRD#: 126514
Winter Park, FL
Past
August 12, 2014 - July 11, 2018
THE STRATEGIC FINANCIAL ALLIANCE, INC.
BD
CRD#: 126514
Winter Park, FL
Past
July 20, 2006 - August 5, 2014
G. A. REPPLE & COMPANY
RIA
CRD#: 17486
CASSELBERRY, FL
Past
January 17, 2003 - August 5, 2014
G. A. REPPLE & COMPANY
BD
CRD#: 17486
CASSELBERRY, FL
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Alabama(7/30/2018)
RR
Alaska(7/24/2018)
RR
Arizona(7/31/2018)
RR
Arkansas(8/6/2018)
RR
California(7/31/2018)
IAR
California(9/11/2023)
RR
Colorado(8/2/2018)
RR
Connecticut(9/13/2018)
RR
Delaware(8/27/2018)
RR
District of Columbia(7/30/2018)
RR
Florida(7/26/2018)
IAR
Florida(8/21/2018)
RR
Georgia(7/24/2018)
RR
Idaho(12/3/2020)
RR
Illinois(8/13/2018)
RR
Indiana(8/9/2018)
RR
Iowa(6/19/2020)
RR
Kansas(9/7/2018)
RR
Kentucky(7/19/2018)
RR
Louisiana(7/31/2018)
IAR
Louisiana(6/12/2023)
RR
Maine(7/5/2023)
RR
Maryland(8/16/2018)
RR
Massachusetts(8/9/2018)
RR
Michigan(8/1/2018)
RR
Minnesota(8/22/2019)
RR
Missouri(8/1/2018)
RR
Nebraska(12/7/2020)
RR
Nevada(9/21/2018)
RR
New Hampshire(10/31/2018)
RR
New Jersey(8/9/2018)
RR
New Mexico(8/20/2018)
RR
New York(7/31/2018)
RR
North Carolina(7/31/2018)
RR
North Dakota(7/26/2018)
RR
Ohio(7/27/2018)
RR
Oklahoma(7/31/2018)
RR
Oregon(7/31/2018)
RR
Pennsylvania(7/27/2018)
IAR
Pennsylvania(4/22/2019)
RR
South Carolina(7/30/2018)
RR
South Dakota(8/3/2020)
RR
Tennessee(8/14/2018)
RR
Texas(8/15/2018)
IAR
Texas(4/19/2021)
RR
Vermont(8/8/2018)
RR
Virginia(7/25/2018)
RR
Washington(7/31/2018)
RR
Wisconsin(7/27/2018)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA
Current Firm
GV
GREEN VISTA ASSET MANAGEMENT LLC
GREEN VISTA ASSET MANAGEMENT LLC
CRD#: 296855 / SEC#: 801-113691
RIA
Registered Investment Advisory firm - (5/9/2019 Terminated)California
Registered Investment Advisory firm - (9/11/2023 Approved)Florida
Registered Investment Advisory firm - (4/3/2019 Approved)Indiana
Registered Investment Advisory firm - (4/2/2025 Approved)Louisiana
Registered Investment Advisory firm - (6/12/2023 Approved)Ohio
Registered Investment Advisory firm - (8/27/2024 Approved)Pennsylvania
Registered Investment Advisory firm - (5/8/2019 Approved)Texas
Registered Investment Advisory firm - (4/19/2021 Conditional Restricted)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
222 N. Park Avenue, Winter Park, FL 32789
Mailing Address
Phone number
(407) 878-1215
Established
Firm type
Fiscal year end
# of Employees
7
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 13,665,981 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREEN VISTA ASSET MANAGEMENT LLC
CRD#: 296855Winter Park, FL 32789TRUST BUT VERIFY
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