Brent Dalton Thoman

Current Employers

Employment History

• 06/2014 → Present
  Lpl Financial Llc
  Shelbyvlle, IN
• 05/2023 → Present
  Cvfg Llc D/B/A Corevision Financial Group
  Shelbyville, IN

Previous Registrations

• 2005-07-28 → 2014-07-31
  Osaic Fs, Inc.
  Shelbyville, IN
  Shelbyville, IN

Other Businesses

1) 12/18/2014: DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - COREVISION FINANCIAL GROUP - START DATE=01/01/2015 - INVESTMENT RELATED - TIME SPENT 160 HOURS PER MONTH DURING TRADING - SHELBYVILLE, IN. 2) 04/30/2015 - BROWNING PIKE FINANCIAL LLC - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) - START 01/01/2015 - 160 HRS/MO DURING SECS TRDG HRS 3) 11/30/2015 - CoreVision Financial - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 11/17/2015 - 10 Hours Per Month/ 1 Hour During Securities Trading 4) 11/30/2015 - CoreVision Financial Group - Inv Rel - At Reported Business Location(s) - Insurance Agency - Agent - Start 11/17/2015 - 10 Hours Per Month/ 1 Hour During Securities Trading 5) 12/02/2015 - CoreVision Financial Group - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance - Agent - Start 12/01/2015 - 2 Hours Per Month/ 2 Hour During Securities Trading 6) 12/02/2015 - Brent D Thoman - Inv Rel - At Reported Business Location(s) - Non-Variable Insurance- Trails Only - Agent - Start 12/01/2015 - 1 Hours Per Month/ 1 Hour During Securities Trading 7) 05/30/2023 - coreVISION Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 8) 05/30/2023 - CVFG LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - 160 Hours Per Month/ 40 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through CVFG, LLC an independent investment advisor firm. I started this business activity in 5/2023. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, nature of its business, its owners and its services at http://www.adviserinfo.sec.gov/IAPD. This firm is separate and independent of LPL Financial. 9) 11/30/2023: Shelbyville Middle School Basketball Coach; Shelbyville, IN; Outside/W-2 Employment; 7th Grade Basketball Coach; not inv. related; start date 11/22/2023; 60hrs/mo.; 0hrs during trading. 10) 07/31/2024 - Shelbyville High School Baseball Coach - Other - High School Baseball Coach - Not Investment Related - 2003 S Miller St, Shelbyville, IN 46176 - Start Date 03/24/2025 - 40 Hours Per Month 11) 08/14/2024 - Shelbyville Middle School Basketball Coach - Outside/W-2 Employment - Assistant Basketball Coach - Not Investment Related - Shelbyville, IN - Start Date 10/21/2024 - 30 Hours Per Month/ 0 Hours During Trading 12) 02/21/2025- Crump Life- Non-Variable Insurance- INV Related- At Reported Business Location(s)- Start date 02/24/2025- 2 Houra Per Month- 2 Hours During Trading

Exams

• S65 Uniform Investment Adviser Law Examination
  2005-07-14
• S63 Uniform Securities Agent State Law Examination
  2000-02-16