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Venture Visionary Partners LLC CRD 304237
$5.24B regulatory AUM 101 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-07 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
27400 Riverview Center Blvd. Suite 3, Bonita Springs, FL 34134 • United States
5520 Monroe Street Suite B, Sylvania, OH 43560 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Bonita Springs | FL | 05/2014 | 05/2026 |
| Venture Visionary Partners Llc | Sylvania | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-19 |
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