Timothy S. Fuller

COREVISION FINANCIAL GROUP

FORTSON, GA

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CRD#: 6815775

Professional summary

Timothy Stephen Fuller, CFP® is a registered financial advisor currently at COREVISION FINANCIAL GROUP located in Fortson, Georgia and LPL FINANCIAL LLC located in Chattanooga, Tennessee.

Timothy is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2017. Timothy has worked at 4 firms and has passed the Series 66, SIE and Series 7 exams.

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

1.01/29/2024; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Paradigm Wealth Partners; Investment Related; at Reported Business Location(s); Start Date 01/29/2024; 160hrs/mth; 8hrs during trading 2.01/30/2024; (Hybrid) Paradigm Wealth Partners; Registered Investment Advisor DBA; Investment Related; at Reported Business Location(s); Start Date 01/04/2024; 160hrs/mth; 8hrs during trading; I provide investment advisory services through Independent Advisor Alliance, an independent investment advisor firm. I started this business activity in 1/2024. 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, the nature of its business, its owners, and its service6s at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 3.08/12/2026; (HYBRID) CVFG LLC; Registered Investment Advisor Hybrid; Investment Related; at Reported Business Location(s); Start Date 01/04/2024; 160hrs/mth; 8hrs during trading;

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Stephen Fuller's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2022

Experience

Current

March 4, 2026 - Present

COREVISION FINANCIAL GROUP

RIA

CRD#: 325310

FORTSON, GA

Current

January 29, 2024 - Present

LPL FINANCIAL LLC

Office #1: 252 Signal Mt Road, Suite A, Chattanooga, TN 37405

RIA

CRD#: 6413

CHATTANOOGA, TN

Past

January 29, 2024 - March 4, 2026

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Chattanooga, TN

Past

October 26, 2017 - January 30, 2024

EDWARD JONES

RIA

CRD#: 250

JACKSONVILLE, FL

Past

October 9, 2017 - January 30, 2024

EDWARD JONES

CRD#: 250

JACKSONVILLE, FL

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

Alabama
(2/9/2024)

Arizona
(1/29/2024)

Florida
(1/29/2024)

Georgia
(1/29/2024)

IAR

Georgia
(8/13/2026)

Indiana
(1/29/2024)

Minnesota
(1/29/2024)

Missouri
(1/29/2024)

Tennessee
(1/30/2024)

IAR

Tennessee
(3/4/2026)

Texas
(1/29/2024)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state. Note: This rule does not apply to broker-dealer activity.

Exams

State Security Law Exam

IAR

Series 66

Date: 8/26/2017

Uniform Combined State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 8/8/2017

General Securities Representative Examination

SRO Registrations

FINRA

Current Firm

COREVISION FINANCIAL GROUP

COREVISION FINANCIAL GROUP | PARADIGM WEALTH PARTNERS | CVFG LLC

CRD#: 325310 / SEC#: 801-127739

RIA

Registered Investment Advisory firm - (5/1/2023 Approved)

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Contact information

Main Address

2177 Intelliplex Dr. Ste 201, Shelbyville, IN 46176

Mailing Address

Phone number

(317) 398-8200

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (8 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

COREVISION DISCLOSURE BROCHURE (3/20/2026)

Regulatory assets under management

Total Number of Accounts	2,851
AUM (Assets Under Management)	$ 1,154,353,259

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Timothy S. Fuller

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Timothy Stephen Fuller's CRS (Customer Relationship Summary).

Certified licenses

Experience

LPL FINANCIAL LLC

INDEPENDENT ADVISOR ALLIANCE, LLC

EDWARD JONES

EDWARD JONES

Primary Firm SEC Registration

COREVISION FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 66

Date: 8/26/2017

SIE

Date: 10/1/2018

Series 7

Date: 8/8/2017

FINRA

Current Firm

COREVISION FINANCIAL GROUP

Contact information

SEC notice filing (8 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

COREVISION FINANCIAL GROUP

TRUST BUT VERIFY

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