Brett Andrew Rice

Current Employers

Employment History

• 10/2017 → 07/2018
  Edward Jones
  St Louis, MO
• 02/2015 → 10/2017
  Pridgeon And Clay
  Franklin, IN
• 08/2018 → Present
  Lpl Financial, Llc
  Shelbyville, IN
• 08/2009 → 03/2021
  Knauf Insulation
  Shelbyville, IN
• 05/2023 → Present
  Cvfg Llc Dba Corevision Financial Group
  Shelbyville, IN

Previous Registrations

• 2018-01-05 → 2018-07-12
  Edward Jones
  Indianapolis, IN
  Shelbyville, IN
  St Louis, MO
  Shelbyville, IN

Other Businesses

1. 8/23/2018 - COREVISION FINANCIAL GROUP - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 08/13/2018 - 160 Hours Per Month/8 During Securities Trading - Time Spent 100%. 2. 05/17/2023 - coreVISION Financial Group - Investment Related - At Reported Business Location(s) - Registered Investment Advisor DBA - Start Date 05/15/2023 - 160 Hours Per Month/ 8 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. 3. 05/17/2023 - CVFG LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - 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

• S66 Uniform Combined State Law Examination
  2018-01-04