Timothy A. Whitsett

Some features on this profile are disabled

CRD#: 8076834

Professional summary

Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Timothy Aaron Whitsett, who also goes by Timothy Whitsett, was a registered financial professional .

Timothy is a previously registered financial professional and started their career in finance in 2025. Timothy had worked at 2 firms and has passed the Series 65 exam.

Aliases

Timothy Whitsett

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.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary)

The CRS(Customer Relationship Summary) document is not provided.

Certified licenses

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

None

Experience

Past

March 4, 2026 - July 15, 2026

COREVISION FINANCIAL GROUP

RIA

CRD#: 325310

CHATTANOOGA, TN

Past

August 26, 2025 - March 5, 2026

INDEPENDENT ADVISOR ALLIANCE, LLC

RIA

CRD#: 168267

Chattanooga, TN

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.

Visual representation of state registrations

This advisor is not registered in any state.

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.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/21/2025

Uniform Investment Adviser Law Examination

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)

PREMIUM

Stay ahead of every change that matters. Proactive intelligence on your advisors, before issues escalate.

Biweekly Pulse, AutomaticallyScheduled alerts keep you informed without lifting a finger.

Catch Firm Red Flags SoonerCatch leadership changes and disclosures early, before issues escalate.

Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

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.

Similar Advisors

Guy Peel

OSAIC WEALTH, INC.

IAR

HELENA, MT

Mark Brown

AUSDAL FINANCIAL PARTNERS, INC.

IAR

ESTERO, FL

Jeffrey Meotti

MORGAN STANLEY

IAR

MADISON, CT

Why AdvisorCheck

We're Here To Help

Advisor Monitoring

Firm Stability Insights

Timothy A. Whitsett

Professional summary

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary)

Certified licenses

Experience

COREVISION FINANCIAL GROUP

INDEPENDENT ADVISOR ALLIANCE, LLC

Primary Firm SEC Registration

COREVISION FINANCIAL GROUP

State Registrations and Notice Filings

Exams

Series 65

Date: 8/21/2025

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

Similar Advisors