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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-03 |
| TX | RA | APPROVED_RES | 2019-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Endicott | NY | 07/2005 | Present |
| Visions Analysis Llc | Endicott | NY | 01/2017 | Present |
1.09/30/2013; ProCu; Non-Profit Board Member; Not Investment Related; ; Start Date 09/17/2013; hrs/mth; hrs during trading 2.08/30/2018; Visions Insurance Agency; Financial Institution Duty; Investment Related; at Reported Business Location(s); Start Date 08/15/2018; 10hrs/mth; 6hrs during trading 3.09/05/2023; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Visions Wealth Management / none; Investment Related; at Reported Business Location(s); Start Date 06/29/2023; 0hrs/mth; 0hrs during trading 4.11/18/2025; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Visions Wealth Management / Visions Analysis, LLC; Investment Related; at Reported Business Location(s); Start Date 11/13/2025; 160hrs/mth; 160hrs during trading 5.05/27/2026; Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Advisors a Division of Visions Wealth Management; Investment Related; at Reported Business Location(s); Start Date 05/19/2026; 1hrs/mth; 1hrs during trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1989-06-13 |
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