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4140 E Baseline Rd 201, Mesa, AZ 85206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2007-11-14 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Vision Financial Services, Inc. | Mesa | AZ | 05/2007 | Present |
| Vision Financial Advisors, Llc | Mesa | AZ | 01/2002 | Present |
VISION FINANCIAL DESIGN GROUP, LLC; NON-INVESTMENT RELATED; 1423 S HIGHLEY RD, SUITE 112, MESA AZ 85206; INSURANCE SERVICES; APPROXIMATELY 30% OF TIME SPENT IN THIS BUSINESS; INSURANCE SALES
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-10-04 |
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