Robert Joseph Rainey

Current Employers

Employment History

• 10/1999 → Present
  The Visionlink Advisory Group, Inc.
  Irvine, CA
• 01/2007 → 05/2020
  M Holdings Securities, Inc.
  Portland, OR
• 10/1996 → Present
  Visionlink Financial Advisors, Inc.
  Irvine, CA
• 01/2007 → Present
  Visionlink Corporate Insurance Services, Llc
  Irvine, CA
• 05/2020 → Present
  Lion Street Financial
  Lake Forest, CA
• 05/2020 → Present
  Lion Street Advisors
  Lake Forest, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Lake Forest, CA

Previous Registrations

• 2020-05-01 → 2025-11-03
  Lion Street Advisors, Llc
  Laguna Niguel, CA
  Austin, TX
  Lake Forest, CA
• 2010-06-30 → 2020-05-04
  M Holdings Securities, Inc.
  Irvine, CA
  Portland, OR
  Lake Forest, CA
• 1998-02-17 → 2011-04-14
  Visionlink Financial Advisors, Inc.
  Irvine, CA
  Irvine, CA

Other Businesses

1) PAYDESIGN LLC (DBA BONUSRIGHT.COM); 7700 IRVINE CENTER DRIVE IRVINE CA 92618; 2/24/2016; PRINCIPAL; PROVIDE SOFTWARE FOR COMPANY BONUS PLAN MANAGEMENT; NOT INVEST RELATED;20 HRS/MONTH - 20 HRS/BUSINESS; OWNERSHIP, WAGES, SALARY AND TIPS 2) ROBERT RAINEY CONSULTING; 22 CALA D OR, LAGUNA NIGUEL, CA 92677; 11/15/19; SOLE PROPRIETOR; CONSULTING SERVICES THAT ARE OUTSIDE VISIONLINK'S SCOPE; NOT INVESTMENT RELATED; 5 HOURS/MONTH; 0 HOURS/MONTH DURING BUSINESS HOURS; PROJECT/HOURLY FEES. 3)VISIONLINK CORPORATE INSURANCE SERVICES, LLC POSITION: Owner NATURE: Insurance sales and service of non-investment related products. INVESTMENT RELATED: Yes NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 2 START DATE: 12/06/2006 ADDRESS: 23201 Lake Center Drive, Suite 207, Lake Forest CA 92630, United States DESCRIPTION: Present, sell and service insurance solutions for business and individual clients. 4)VISIONLINK DIGITAL, INC. POSITION: Owner NATURE: Proprietary software used in the design and implementation of short and long-term incentive plans. In addition, the software also provides ongoing administration of short and long-term incentive plans. INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2016 ADDRESS: 3855 S Sweet Escape Drive, Washington UT 84780, United States DESCRIPTION: We use VisionLink Digital proprietary softwarewhen developing new short and long-term incentive plans. We also use it as an ongoing administration and communication platform for clients. 5)VARIOUS LIFE, DISABILITY AND LTC CARRIERS POSITION: Broker NATURE: Broker/sell non-variable insurance products INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1988 ADDRESS: 22 Cala D Or, Laguna Niguel CA 92677, United States DESCRIPTION: Sell non-variable insurance products to individuals and businesses. 6)VISIONLINK ADVISORY GROUP, INC. POSITION: Owner NATURE: VisionLink provides compensation consulting services to businesses including salary benchmarking, incentive plan design (short and long-term), executive compensation design, total compensation structures, non-qualified plan design, sales compensation, etc. It provides a full-service consulting experience including design, implementation, communication and ongoing administrative support for its clients. INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/21/2004 ADDRESS: 23201 Lake Center Drive, Suite 207, Lake Forest CA 92630, United States DESCRIPTION: I am a senior consultant that works directly with clients in all types of plan design and construction. My emphasis currently is long-term incentive plan design, but I also help team members with other areas of plan design (e.g., short-term incentives), benchmarking, etc. My roles include selling, delivering and servicing on client projects.

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-08-26
• S63 Uniform Securities Agent State Law Examination
  1997-05-02

Designations

Other Names

• Rob Rainey