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Vision Retirement CRD 173064
$634M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
171 East Ridgewood Avenue Suite 205, Ridgewood, NJ 07450 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-23 |
Branch Locations
255 West Spring Valley, Avenue Suite 207, Maywood, NJ 07607 • United States
171 East Ridgewood Avenue Suite 205, Ridgewood, NJ 07450 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kevin L. Leeds, Cpa,Pc | Hackensack | NJ | 03/1980 | Present |
| St. Peters'S College | Jersey City | NJ | 09/1981 | 06/2020 |
| St Peters Un | Jersey City | NJ | 07/1981 | 06/2020 |
| Kevin A. Leeds Cpa Pc | Maywood | NJ | 05/1984 | Present |
| Vaughan And Company Securities, Inc. | Ridgewood | NJ | 06/2021 | 04/2026 |
| Vision Retirement | Ridgewood | NJ | 04/2026 | Present |
PRESIDENT KEVIN L.LEEDS,CPA,PC 3/1980 TO PRESENT APPROXIMATELY 80 HOURS MONTHLY. ACCOUNTING PRACTICE NOT INVESTMENT-RELATED, MAYWOOD, NJ.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-10-06 |
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