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GL

Gary Laughlin

GREEN VISTA CAPITAL
WINTER PARK, FL
·CRD# 6200310·13 years experience

Professional Summary

Gary Laughlin is a registered financial advisor currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida. Gary is registered as a RR (Registered Representative) and started their career in finance in 2013. Gary has worked at 5 firms and has passed the Series 63, SIE and Series 7 exams.

At a Glance

Best-Interest Standard

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Fiduciary Standard

Fee Structure

Account Minimum

Active Clients

Other Aliases

There are no additional aliases reported.

Blog Corner

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Videos & Posts

This advisor has not added any videos or posts yet.

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Contact Information

This advisor has not claimed their profile yet, so there is no contact information to display at this time.

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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.

Disclosures on record.

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.

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Years of Experience

13 years in the financial services industry

Current & Past Employments

GREEN VISTA CAPITAL, LLC·CRD# 293630
BD
222 N. Park Avenue, Winter Park, FL 32789
September 1, 2026 - Present
WALTON RE SECURITIES, LLC·CRD# 172024
BD
Scottsdale, AZ
December 5, 2024 - March 9, 2026
SHOPOFF SECURITIES, INC.·CRD# 142866
BD
Irvine, CA
February 24, 2020 - October 21, 2024
FS INVESTMENT SOLUTIONS, LLC·CRD# 145244
BD
Philadelphia, PA
December 9, 2013 - March 29, 2019
DREXEL HAMILTON, LLC·CRD# 143570
BD
New York, NY
August 29, 2013 - December 10, 2013

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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)

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

FINRA licenses (51 States and Territories)

Registered to provide investment advisory services in 0 US states and territories.

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

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Other business activities

Information obtained from regulatory filings. Advisors can request corrections through their firm or regulator.

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.

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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 securities offerings such as stocks, bonds, and mutual funds through a broker-dealer.
RR
Alabama
(9/1/2026)
RR
Alaska
(9/1/2026)
RR
Arizona
(9/1/2026)
RR
Arkansas
(9/1/2026)
RR
California
(9/1/2026)
RR
Colorado
(9/1/2026)
RR
Connecticut
(9/1/2026)
RR
Delaware
(9/1/2026)
RR
District of Columbia
(9/1/2026)
RR
Florida
(9/1/2026)
RR
Georgia
(9/1/2026)
RR
Hawaii
(9/1/2026)
RR
Idaho
(9/1/2026)
RR
Illinois
(9/1/2026)
RR
Indiana
(9/1/2026)
RR
Iowa
(9/1/2026)
RR
Kansas
(9/1/2026)
RR
Kentucky
(9/1/2026)
RR
Louisiana
(9/1/2026)
RR
Maine
(9/1/2026)
RR
Maryland
(9/1/2026)
RR
Massachusetts
(9/1/2026)
RR
Michigan
(9/1/2026)
RR
Minnesota
(9/1/2026)
RR
Mississippi
(9/1/2026)
RR
Missouri
(9/1/2026)
RR
Montana
(9/1/2026)
RR
Nebraska
(9/1/2026)
RR
Nevada
(9/1/2026)
RR
New Hampshire
(9/1/2026)
RR
New Jersey
(9/1/2026)
RR
New Mexico
(9/1/2026)
RR
New York
(9/1/2026)
RR
North Carolina
(9/1/2026)
RR
North Dakota
(9/1/2026)
RR
Ohio
(9/1/2026)
RR
Oklahoma
(9/1/2026)
RR
Oregon
(9/1/2026)
RR
Pennsylvania
(9/1/2026)
RR
Rhode Island
(9/1/2026)
RR
South Carolina
(9/1/2026)
RR
South Dakota
(9/1/2026)
RR
Tennessee
(9/1/2026)
RR
Texas
(9/1/2026)
RR
Utah
(9/1/2026)
RR
Vermont
(9/1/2026)
RR
Virginia
(9/1/2026)
RR
Washington
(9/1/2026)
RR
West Virginia
(9/1/2026)
RR
Wisconsin
(9/1/2026)
RR
Wyoming
(9/1/2026)

Exams

Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.

Series 63 — Uniform Securities Agent State Law Examination

Passed Mar 2014About the Series 63 exam

SIE — Securities Industry Essentials Examination

Passed Oct 2018About the SIE exam

Series 7 — General Securities Representative Examination

Passed Aug 2013About the Series 7 exam
FINRA
SRO Registrations

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CRS (Client Relationship Summary) - BD

Click below to view Gary Laughlin's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

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