Best Investors Account Sign in
Current Employers
Corevision Financial Group

2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2023-05-12
  • IN RA
    APPROVED
    Since 2023-05-12

Branch Locations

2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 10/2016 → Present
    Grant Reeves Law Llc
    Cedar Grove, IN
  • 11/2013 → 09/2016
    Barada Law Offices Llc
    Rushville, IN
  • 09/2020 → Present
    Lpl Financial, Llc
    Shelbyville, IN
  • 05/2023 → Present
    Cvfg Llc D/B/A Corevision Financial Group
    Shelbyville, IN
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-03-06
  • S66 Uniform Combined State Law Examination
    2020-03-06

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Shelbyville, IN

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor