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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-02 |
| MI | RA | APPROVED | 2022-12-07 |
Branch Locations
3555 Park Place West Suite 300, Mishawaka, IN 46545 • United States
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edge Group Advisors, Pllc | Grand Rapids | MI | 12/2012 | Present |
| Securities Service Network, Inc | Hudsonville | MI | 08/2014 | 09/2020 |
| Ssn Advisory, Inc | Hudsonville | MI | 08/2014 | 09/2020 |
| Securities America, Inc. | Hudsonville | MI | 09/2020 | 12/2022 |
| Securities America Advisors, Inc. | Hudsonville | MI | 09/2020 | 12/2022 |
| Lpl Financial Llc | St. Joseph | MI | 12/2022 | Present |
1) 12/07/2022- Vision Financial Advisorsy, PC - DBA for LPL Business (entity for LPL business)- inv. related- Hudsonville, MI- start date 12/2022 2) 12/07/2022- Vision Financial Advisory Corp- DBA for LPL Business (entity for LPL business)- inv. related- Hudsonville, MI- start date 9/1/2020 3) 12/07/2022- Real Estate Rental- owner- inv. related- 25806 Cockleshell Dr. Bonita Springs, FL 34135-start date 11/1/2022- 1hrs/mth 4) 12/07/2022- Edge Group Advisors PLLC- Business Entity For Tax/Investment Purposes Only - Not inv. related- Grand Rapids, MI- start date 12/26/2012- 5hrs/mth 5) 12/07/2022- Vision Tax Planning- Tax Prep/Accounting/CPA-owner- inv. related- 4675 32nd ave, Suite 2, Hudsonville, MI 49426- start dat 9/1/2020- 5hrs/mth 6) 12/07/2022- David Fennema- notary- Grand Rapids, MI -start date 3/10/2020- 1hrs/mth 7) 04/11/2023 - Vision Financial Advisors LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 02/03/2023 - 10 Hours Per Month/ 10 Hours During Securities Trading 8) 08/04/2025 - Edge Group Advisors PLLC - Non-Variable Insurance - Inv rel - At Reported Business Location(s) - Star date: 12/7/2022 - 5hrs/mnth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-21 |
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