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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-11-18
MI RA APPROVED 2024-04-29
IN RA APPROVED 2023-12-18
  • TX RA
    APPROVED
    Since 2025-11-18
  • MI RA
    APPROVED
    Since 2024-04-29
  • IN RA
    APPROVED
    Since 2023-12-18

Branch Locations

4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States

Fishers, IN • 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
Lpl Financial Llc Fishers IN 08/2023 Present
Crestline Development Indianapolis IN 09/2020 Present
True North Landscaping Indianapolis IN 06/2020 09/2020
Taylor University Upland IN 08/2019 05/2020
Securities Service Network Knoxville TN 06/2019 08/2019
Taylor University Upland IN 08/2018 05/2019
Twin Lakes Nursery Grand Rapids MI 05/2018 08/2018
Taylor University Upland IN 08/2017 05/2018
Twin Lakes Nursery Grand Rapids MI 05/2017 08/2017
Taylor University Upland IN 08/2016 05/2017
Twin Lakes Nursery Grand Rapids MI 08/2019 08/2019
Na Fishers IN 05/2020 06/2020
Na Upland IN 05/2019 06/2019
  • 08/2023 → Present
    Fishers, IN
  • 09/2020 → Present
    Crestline Development
    Indianapolis, IN
  • 06/2020 → 09/2020
    True North Landscaping
    Indianapolis, IN
  • 08/2019 → 05/2020
    Taylor University
    Upland, IN
  • 06/2019 → 08/2019
    Securities Service Network
    Knoxville, TN
  • 08/2018 → 05/2019
    Taylor University
    Upland, IN
  • 05/2018 → 08/2018
    Twin Lakes Nursery
    Grand Rapids, MI
  • 08/2017 → 05/2018
    Taylor University
    Upland, IN
  • 05/2017 → 08/2017
    Twin Lakes Nursery
    Grand Rapids, MI
  • 08/2016 → 05/2017
    Taylor University
    Upland, IN
  • 08/2019 → 08/2019
    Twin Lakes Nursery
    Grand Rapids, MI
  • 05/2020 → 06/2020
    Na
    Fishers, IN
  • 05/2019 → 06/2019
    Na
    Upland, IN
Other Businesses

1) 11/2023 - Jon's tutoring / Outside Employment / Not Investment Related / Start date 09/03/2021 - 8 Hrs per month -5% Time Spent 2) 11/2023 - Crestline Development / Outside/W-2 Employment / Not Investment Related / Indianapolis, IN / Start date 09/04/2020 - 80 Hrs per month -50% Time Spent 3) 11/2023 - Vision Financial Advisory Corp / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 4) 11/2023 - Vision Financial Advisory, PC / DBA for LPL Business (entity for LPL business) - Inv. Related - At Reported Business Location(s)160 Hrs per month / 100% Time Spent 5) 06/05/2024 - Non-Variable Insurance - Producer - Investment Related - At Reported Business Location(s) - Start Date 05/10/2024 - 5 Hours per Month/ 0 Hours During Trading 6. 05/08/2025 - Vision Tax Planning - Investment Related - Tax Prep/Accounting/CPA - At Reported Business Location(s) - Start Date:02/01/2024 - 10 Hours per Month/ 10 Hours During Trading.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-12-18
  • S66 Uniform Combined State Law Examination
    2023-12-18
Other Names
  • Jon Dehaan
  • Jonny Dehaan

View on SEC IAPD

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