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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
Lpl Financial Llc Shelbyville IN 12/2010 Present
Cvfg Llc D/B/A Corevision Financial Group Shelbyville IN 05/2023 Present
  • 12/2010 → Present
    Lpl Financial Llc
    Shelbyville, IN
  • 05/2023 → Present
    Cvfg Llc D/B/A Corevision Financial Group
    Shelbyville, IN
Other Businesses

1.09/24/2014 - Ash Brokerage - Non-Variable Insurance - At Reported Business Location(s) - Inv Related - Start date: 09/26/2014 - 5 Hrs/Mth - 1 Hrs During Trading. 2. 12/16/2014 - coreVision Financial Group - DBA for LPL Business (entity for LPL business) - Inv Related - At Reported Business Location(s) - Start date: 01/01/2015 - 160 Hrs/Mth - 160 Hrs During Trading. 3. 06/01/2015 - Browning Pike Financial Management LLC - Business Entity For Tax/Investment Purposes Only - Inv Related - Shelbyville IN - Start date: 01/01/2015 - 0 Hrs/Mth - 0 Hrs During Trading. 4. 12/09/2015 - Ash Brokerage - Non-Variable Insurance - Inv Related - At Reported Business Location(s) - Start date: 01/01/2015 - 10 Hrs/Mth - 1 Hrs During Trading. 5. 05/17/2023 - CVFG LLC - Registered Investment Advisor Hybrid - Inv Related - At Reported Business Location(s) - Start Date 05/01/2023 - 160 Hours Per Month/160 Hours During Securities Trading. 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 160 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. 6. 05/17/2023 - coreVISION Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - IAR - Start Date 05/15/2023 - 160 Hours Per Month/160 Hours During Securities Trading - Time Spent 100% - 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 160 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
S63 Uniform Securities Agent State Law Examination 2005-07-06
  • S63 Uniform Securities Agent State Law Examination
    2005-07-06
Designations

View on SEC IAPD

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