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DM

Deanna W. Mayer

GREEN VISTA CAPITAL
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 4884896
DM

Professional summary

Deanna Weyman Mayer, who also goes by Deanna Weyman Mayer, Deanna Lee Weyman, is a registered financial professional currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.

Deanna is registered as a RR (Registered Representative) and started their career in finance in 2005. Deanna has worked at 6 firms and has passed the Series 63, SIE and Series 7 exams.

top-8-questions

Question & Answer

Are you a "fiduciary"?
No

Aliases

Deanna Weyman Mayer | Deanna Lee Weyman

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.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - BD

Click below to view Deanna Weyman Mayer's CRS (Customer Relationship Summary).
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®
None

Experience

Current

May 23, 2025 - Present

GREEN VISTA CAPITAL, LLC

Office #1: 222 N. Park Avenue, Winter Park, FL 32789
BD
CRD#: 293630
Winter Park, FL
Past

September 8, 2023 - August 29, 2024

ARETE WEALTH MANAGEMENT, LLC

BD
CRD#: 44856
CHICAGO, IL
Past

November 26, 2019 - August 11, 2023

SHOPOFF SECURITIES, INC.

BD
CRD#: 142866
IRVINE, CA
Past

September 19, 2018 - November 3, 2019

TRILOMA SECURITIES, LLC

BD
CRD#: 173059
WINTER PARK, FL
Past

February 2, 2017 - June 22, 2017

MML INVESTORS SERVICES, LLC

BD
CRD#: 10409
LA JOLLA, CA
Past

March 17, 2005 - October 3, 2014

CNL SECURITIES CORP.

BD
CRD#: 10356
ORLANDO, FL

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

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
(5/27/2025)
RR
Alaska
(5/27/2025)
RR
Arizona
(5/27/2025)
RR
Arkansas
(6/4/2025)
RR
California
(5/23/2025)
RR
Colorado
(5/27/2025)
RR
Connecticut
(5/27/2025)
RR
Delaware
(5/27/2025)
RR
District of Columbia
(5/27/2025)
RR
Florida
(5/27/2025)
RR
Georgia
(5/27/2025)
RR
Hawaii
(5/27/2025)
RR
Idaho
(5/27/2025)
RR
Illinois
(5/27/2025)
RR
Indiana
(5/23/2025)
RR
Iowa
(5/23/2025)
RR
Kansas
(5/28/2025)
RR
Kentucky
(5/27/2025)
RR
Louisiana
(5/27/2025)
RR
Maine
(5/23/2025)
RR
Maryland
(5/29/2025)
RR
Massachusetts
(5/27/2025)
RR
Michigan
(5/27/2025)
RR
Minnesota
(5/27/2025)
RR
Mississippi
(5/27/2025)
RR
Missouri
(5/23/2025)
RR
Montana
(5/27/2025)
RR
Nebraska
(5/23/2025)
RR
Nevada
(5/27/2025)
RR
New Hampshire
(5/29/2025)
RR
New Jersey
(7/10/2025)
RR
New Mexico
(5/27/2025)
RR
New York
(5/27/2025)
RR
North Carolina
(5/27/2025)
RR
North Dakota
(5/27/2025)
RR
Ohio
(5/23/2025)
RR
Oklahoma
(5/27/2025)
RR
Oregon
(5/27/2025)
RR
Pennsylvania
(5/27/2025)
RR
Rhode Island
(5/27/2025)
RR
South Carolina
(5/30/2025)
RR
South Dakota
(5/27/2025)
RR
Tennessee
(5/27/2025)
RR
Texas
(5/23/2025)
RR
Utah
(5/27/2025)
RR
Vermont
(5/27/2025)
RR
Virginia
(5/27/2025)
RR
Washington
(5/27/2025)
RR
West Virginia
(10/15/2025)
RR
Wisconsin
(5/27/2025)
RR
Wyoming
(5/23/2025)

Exams

State Security Law Exam
RR
Series 63
Date: 10/16/2018
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 12/20/2004
General Securities Representative Examination
SRO Registrations
RR
FINRA

Current Firm

GV
GREEN VISTA CAPITAL, LLC
GREEN VISTA CAPITAL, LLC

CRD#: 293630 / SEC#: , 8-70101

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information

Main Address
222 N. Park Avenue, Winter Park, FL 32789
Mailing Address
222 N. Park Avenue, Winter Park, FL 32789
Phone number
(407) 878-1215
Established
Florida since 12/01/2017
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (51 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers

NamePositionCRD#
GREEN VISTA HOLDINGS, LLCMEMBER
BEYTELL, PHILIP LAURIEFINOP4828145
VAN STADEN, PHILIPPUS THEUNISCHIEF EXECUTIVE OFFICER, CHIEF COMPLIANCE OFFICER AND MANAGER4489166

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

GREEN VISTA CAPITAL, LLC

CRD#: 293630Winter Park, FL 32789

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