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MW

Michael H. Walters

GREEN VISTA CAPITAL
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 6225420
MW

Professional summary

Michael Heath Walters, who also goes by Heath Walters, is a registered financial professional currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2013. Michael has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO and SIE exams.

Question & Answer

Are you a "fiduciary"?
No

Aliases

Heath Walters

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 Michael Heath Walters'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

November 16, 2024 - Present

GREEN VISTA CAPITAL, LLC

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

April 9, 2020 - March 31, 2022

VISIONQUEST ADVISORS, LLC

RIA
CRD#: 307217
LAKELAND, FL
Past

August 2, 2019 - March 23, 2020

TAX EFFICIENT ASSET MANAGEMENT SOLUTION, INC.

RIA
CRD#: 146778
Charlotte, NC
Past

May 10, 2019 - July 1, 2019

THE INSTITUTE

RIA
CRD#: 127207
Charlotte, NC
Past

August 23, 2016 - April 30, 2019

INSTITUTE FOR WEALTH ADVISORS, INC.

RIA
CRD#: 149347
Charlotte, NC
Past

July 23, 2013 - August 16, 2016

QUARTERMASTER WEALTH MANAGEMENT, LLC

RIA
CRD#: 166807
MATTHEWS, NC

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
California
(12/2/2025)
RR
Colorado
(12/2/2025)
RR
Florida
(11/18/2024)
RR
Georgia
(12/2/2025)
RR
Idaho
(12/12/2025)
RR
Indiana
(12/2/2025)
RR
Maryland
(12/4/2025)
RR
Montana
(12/4/2025)
RR
Nevada
(12/12/2025)
RR
New Jersey
(12/2/2025)
RR
North Carolina
(12/23/2024)
RR
Oklahoma
(12/2/2025)
RR
Oregon
(12/12/2025)
RR
Pennsylvania
(12/23/2024)
RR
South Carolina
(12/23/2024)
RR
Tennessee
(12/12/2025)
RR
Texas
(12/23/2024)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/14/2025
Uniform Investment Adviser Law Examination
State Security Law Exam
RR
Series 63
Date: 12/21/2024
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 11/15/2024
General Securities Representative Examination
General Industry/Product Exam
RR
SIE
Date: 9/28/2024
Securities Industry Essentials 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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