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Current Employers
Vision Financial Management, Llc

122 Broad Blvd., Cuyahoga Falls, OH 44221 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2022-10-07
  • OH RA
    APPROVED
    Since 2022-10-07

Branch Locations

122 Broad Blvd., Cuyahoga Falls, OH 44221 • 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
Winking Lizard Tavern North Canton OH 05/2013 06/2017
Kent State University Canton OH 08/2015 05/2017
Cetera Advisor Networks Llc El Segundo CA 09/2017 11/2017
The Huntington Investment Company Cuyahoga Falls OH 11/2017 10/2022
Lpl Financial Llc Cuyahoga Falls OH 10/2022 Present
Huntington Financial Advisors Cuyahoga Falls OH 02/2018 10/2022
Vision Financial Management, Llc Cuyahoga Falls OH 10/2022 Present
Brindus Insurance & Financial Services Canton OH 05/2017 11/2017
  • 05/2013 → 06/2017
    Winking Lizard Tavern
    North Canton, OH
  • 08/2015 → 05/2017
    Kent State University
    Canton, OH
  • 09/2017 → 11/2017
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 11/2017 → 10/2022
    Cuyahoga Falls, OH
  • 10/2022 → Present
    Lpl Financial Llc
    Cuyahoga Falls, OH
  • 02/2018 → 10/2022
    Huntington Financial Advisors
    Cuyahoga Falls, OH
  • 10/2022 → Present
    Cuyahoga Falls, OH
  • 05/2017 → 11/2017
    Brindus Insurance & Financial Services
    Canton, OH
Previous Registrations
Other Businesses

1) 08/15/2022 - Non-Variable Insurance - Agent selling Fixed annuities, Life, disability and long term care insuranc- Inv Rel -Cuyahoga Falls OH ) - Start: 10/2022 2) 10/11/2022 - VISION FINANCIAL MANAGEMENT, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Advisor - Start Date - 10/2022 - 100 Hours Per Month/7 Hours During Securities Trading - Time Spent 100% - I provide investment advisory services through Vision Financial Management, LLC, an independent investment advisor firm. I started this business activity in 10/2022. I expect to spend approximately 100 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-05
  • S66 Uniform Combined State Law Examination
    2018-02-05
Other Names
  • Jeanine Frances Brindus
  • Jeanine Frances Foster
  • Jeannie Frances Brindus
  • Jeannie Frances Foster
  • Jeannie Frances Capocci
  • Jeanine Frances Capocci

View on SEC IAPD

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