AS
Austin T. Smith
GREEN VISTA CAPITAL
Winter Park, FL 32789
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CRD#: 7538435
AS
Professional summary
Austin Timothy Smith is a registered financial professional currently at GREEN VISTA CAPITAL, LLC located in Winter Park, Florida.
Austin is registered as a RR (Registered Representative) and started their career in finance in 2022. Austin has worked at 2 firms and has passed the Series 63, Series 82TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
No
Aliases
None
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.
CRS (Client Relationship Summary) - BD
Click below to view Austin Timothy Smith'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
May 28, 2022 - June 28, 2024
PATRICK CAPITAL MARKETS, LLC
BD
CRD#: 16518
ST LOUIS, MO
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
General Industry/Product Exam
RR
Series 82TO
Date: 5/27/2022
Limited Representative-Private Securities OfferingsGeneral 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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