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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-18 |
| MI | RA | APPROVED | 2024-04-29 |
| IN | RA | APPROVED | 2023-12-18 |
Branch Locations
4675 32Nd Avenue Suite 2, Hudsonville, MI 49426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-12-18 |
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