EP
Eric Pueschel
GREEN VISTA CAPITAL
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 4926899
EP
Professional summary
Eric Pueschel, who also goes by Eric A Pueschel, is a registered financial professional currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
Eric is registered as a RR (Registered Representative) and started their career in finance in 2005. Eric has worked at 8 firms and has passed the Series 66, Series 63, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
Eric A Pueschel
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) SANDY BAY CAPITAL-INVESTMENT RELATED;4300 LEGENDARY DRIVE BLDG C STE -225 DESTIN FL 32541(MAIN OFFICE)-EXECUTIVE VICE PRESIDENT-WESTERN REGION-WHOLESALING THROUGH THE RETAIL BD,RIA, & CPA CHANNEL-11/2019- 8 HOURS A DAY DURING SECURITIES TRADING HOURS. 2)SYNERGY INVESTMENTS-NOT INVESTMENT RELATED-REAL ESTATE AGENT-2110 ARTESIA BLVD, REDONDO BEACH, CA 90278-2015-BUYING AND SELLING RESIDENTIAL PROPERTIES FOR CLIENTS-0 HOURS DURING SECURITIES TRADING HOURS. 3)SANDY BAY PARTNERS-INVESTMENT RELATED; 4300 LEGENDARY DRIVE BLDG C STE-225 DESTIN FL 32541(MAIN OFFICE) EXECUTIVE VICE PRESIDENT-WESTERN REGION-WHOLESALING THROUGH THE RETAIL BD, RIA & CPA CHANNEL/IDENTIFYING MARKET OPPORTUNITIES/ ATTENDING CONFERENCES-11/2019-8 PLUS HOURS A DAY DURING SECURITIES TRADING HOURS.
CRS (Client Relationship Summary) - BD
Click below to view Eric Pueschel'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
June 20, 2024 - Present
GREEN VISTA CAPITAL, LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789BD
CRD#: 293630
Winter Park, FL
Past
June 1, 2022 - June 28, 2024
PATRICK CAPITAL MARKETS, LLC
BD
CRD#: 16518
ST LOUIS, MO
Past
August 24, 2021 - April 12, 2022
EMERSON EQUITY LLC
RIA
CRD#: 130032
INCLINE VILLAGE, NV
Past
June 11, 2021 - April 12, 2022
EMERSON EQUITY LLC
BD
CRD#: 130032
SAN MATEO, CA
Past
November 22, 2019 - July 9, 2021
PATRICK CAPITAL MARKETS, LLC
BD
CRD#: 16518
Incline Village, NV
Past
October 9, 2017 - December 2, 2019
INTERNATIONAL ASSETS ADVISORY, LLC
BD
CRD#: 10645
ORLANDO, FL
Past
July 14, 2017 - October 17, 2017
EMERSON EQUITY LLC
BD
CRD#: 130032
SAN MATEO, CA
Past
November 14, 2014 - January 30, 2017
AXIOM CAPITAL MANAGEMENT, INC.
BD
CRD#: 26580
NEW YORK, NY
Past
December 4, 2012 - November 13, 2014
ARQUE CAPITAL, LTD.
RIA
CRD#: 121192
GARDENA, CA
Past
December 3, 2012 - November 13, 2014
ARQUE CAPITAL, LTD.
BD
CRD#: 121192
GARDENA, CA
Past
December 13, 2007 - December 4, 2012
PRINCIPAL SECURITIES, INC.
RIA
CRD#: 1137
GLENDALE, CA
Past
November 19, 2007 - December 4, 2012
PRINCIPAL SECURITIES, INC.
BD
CRD#: 1137
GLENDALE, CA
Past
April 22, 2005 - February 21, 2007
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
BD
CRD#: 2881
PEORIA, IL
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(6/20/2024)
RR
Alaska(6/20/2024)
RR
Arizona(6/20/2024)
RR
Arkansas(6/20/2024)
RR
California(6/20/2024)
RR
Colorado(6/20/2024)
RR
Connecticut(6/20/2024)
RR
Delaware(6/20/2024)
RR
District of Columbia(6/20/2024)
RR
Florida(6/20/2024)
RR
Georgia(6/20/2024)
RR
Hawaii(6/20/2024)
RR
Idaho(6/20/2024)
RR
Illinois(6/20/2024)
RR
Indiana(6/20/2024)
RR
Iowa(6/20/2024)
RR
Kansas(6/20/2024)
RR
Kentucky(6/20/2024)
RR
Louisiana(6/20/2024)
RR
Maine(6/20/2024)
RR
Maryland(6/20/2024)
RR
Massachusetts(6/20/2024)
RR
Michigan(6/20/2024)
RR
Minnesota(6/20/2024)
RR
Mississippi(6/20/2024)
RR
Missouri(6/20/2024)
RR
Montana(6/20/2024)
RR
Nebraska(6/20/2024)
RR
Nevada(6/20/2024)
RR
New Hampshire(6/20/2024)
RR
New Jersey(6/20/2024)
RR
New Mexico(6/20/2024)
RR
New York(6/20/2024)
RR
North Carolina(6/20/2024)
RR
North Dakota(6/20/2024)
RR
Ohio(6/20/2024)
RR
Oklahoma(6/20/2024)
RR
Oregon(6/20/2024)
RR
Pennsylvania(6/20/2024)
RR
Rhode Island(6/20/2024)
RR
South Carolina(6/20/2024)
RR
South Dakota(6/20/2024)
RR
Tennessee(6/20/2024)
RR
Texas(6/20/2024)
RR
Utah(6/20/2024)
RR
Vermont(6/20/2024)
RR
Virginia(6/20/2024)
RR
Washington(6/20/2024)
RR
West Virginia(6/20/2024)
RR
Wisconsin(6/20/2024)
RR
Wyoming(6/20/2024)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
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)
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
GREEN VISTA CAPITAL, LLC
CRD#: 293630Winter Park, FL 32789TRUST BUT VERIFY
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