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SG

Stephani L. Goff

GREEN VISTA CAPITAL
Winter Park, FL 32789
Some features on this profile are disabled
CRD#: 6711108
SG

Professional summary

Stephani Lynn Goff, who also goes by Stephani Lynn Donohue, Stephani Lynn Goff, is a registered financial professional currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.

Stephani is registered as a RR (Registered Representative) and started their career in finance in 2017. Stephani 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

Stephani Lynn Donohue | Stephani Lynn Goff

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 Stephani Lynn Goff'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

June 20, 2024 - Present

GREEN VISTA CAPITAL, LLC

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

May 31, 2022 - June 28, 2024

PATRICK CAPITAL MARKETS, LLC

BD
CRD#: 16518
ST LOUIS, MO
Past

July 22, 2020 - May 19, 2022

S2K FINANCIAL LLC

BD
CRD#: 248786
ORLANDO, FL
Past

October 4, 2019 - July 6, 2020

INTERNATIONAL ASSETS ADVISORY, LLC

BD
CRD#: 10645
NASHVILLE, TN
Past

February 2, 2018 - October 16, 2019

TRILOMA SECURITIES, LLC

BD
CRD#: 173059
WINTER PARK, FL
Past

December 4, 2017 - January 29, 2018

KALOS CAPITAL, INC.

BD
CRD#: 44337
MURFREESBORO, TN

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
RR
Series 63
Date: 5/30/2018
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: 12/3/2017
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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