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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 |
|---|---|---|---|---|
| Lpl Financial Llc | Shelbyville | IN | 12/2010 | Present |
| Cvfg Llc D/B/A Corevision Financial Group | Shelbyville | IN | 05/2023 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2005-07-06 |
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