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2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-05-12 |
Branch Locations
2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Grant Reeves Law Llc | Cedar Grove | IN | 10/2016 | Present |
| Barada Law Offices Llc | Rushville | IN | 11/2013 | 09/2016 |
| Lpl Financial, Llc | Shelbyville | IN | 09/2020 | Present |
| Cvfg Llc D/B/A Corevision Financial Group | Shelbyville | IN | 05/2023 | Present |
1. 9/14/2020 - No Business Name - Not Investment Related - Other - Time Spent 0% - Loan from parents. 2. 09/14/2020 - GRANT REEVES LAW LLC/ OTHER - NOTARY/ NOT INVESTMENT RELATED/ 1%/ CEDAR GROVE, IN 3. 09/14/2020 - GRANT REEVES LAW LLC/ OTHER - Licensed Attorney/ NOT INVESTMENT RELATED/ 90 hours per month/ 5 hours during securities trading/ 30%/ CEDAR GROVE, IN 4. 09/14/2020 - GRANT AND ANNA REEVES/ REAL ESTATE RENTAL/ NOT INVESTMENT RELATED/ 1%/ 1200 N KNIGHTSTOWN IN 46148, OLD NATIONAL RD KNIGHTSTOWN, IN 5. 2/10/2021 - Franklin County Community Schools Board of Trustees - Not Investment Related - 225 E 10th Street Brookville, IN 47012 - Other-Politics/Government - Board Member - Start Date: 1/7/2021. 6. 02/13/2023 - No Business Name - Not Investment Related - Home Based - Other-Farm/Agricultural - Start Date: 02/01/2023 - 8 Hours Per month/2 Hours During Securities Trading. 7. 05/17/2023 - COREVISION FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 5/15/2023 - 25 Hours Per Month/ 25 Hours During Securities Trading - Time Spent 15% - 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 25 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. 05/17/2023 - CVFG LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Start Date 5/15/2023 - 25 Hours Per Month/ 25 Hours During Securities Trading - Time Spent 16% - 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 25 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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-06 |
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