Sally C. Tomlinson
Professional summary
Sally Carolyn Tomlinson, who also goes by Sally Carolyn Tomilson, is a registered financial advisor currently at GREEN VISTA ASSET MANAGEMENT LLC located in Winter Park, Florida and GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
Sally is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2019. Sally has worked at 2 firms and has passed the Series 65, Series 63, Series 7TO, Series 22TO and SIE exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Sally Carolyn Tomlinson's CRS (Customer Relationship Summary).
Certified licenses
Experience
March 5, 2021 - Present
GREEN VISTA ASSET MANAGEMENT LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789August 16, 2019 - Present
GREEN VISTA CAPITAL, LLC
Office #1: 222 N. Park Avenue, Winter Park, FL 32789State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(8/16/2019)
(3/5/2021)
Exams
Series 7TO
Date: 6/15/2020
General Securities Representative ExaminationSeries 22TO
Date: 8/16/2019
Direct Participation Programs Representative ExaminationFINRA
Current Firm
GREEN VISTA ASSET MANAGEMENT LLC
CRD#: 296855 / SEC#: 801-113691
Contact information
Regulatory assets under management
| Total Number of Accounts | 73 |
| AUM (Assets Under Management) | $ 13,665,981 |
Red Flags
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