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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
141 Clinton Ave, Cortland, NY 13045 • United States
500 Erie Blvd. West, Syracuse, NY 13204 • United States
24 Mckinley Ave, Endicott, NY 13760 • United States
5411 State Hwy Rte 12, Norwich, NY 13815 • United States
1130 E Main St, Rochester, NY 14609 • United States
16909 State Rte 706, Montrose, PA 18801 • United States
5001 State Hwy 23, Ste 5, Oneonta, NY 13820 • United States
7198 State Rt 38, Newark Valley, NY 13811 • United States
5788 E Circle Dr, Cicero, NY 13039 • United States
5411 State Hwy Rte 12, Norwich, NY 13815 • United States
5001 State Hwy 23, Oneonta, NY 13820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 04/2014 | 08/2017 |
| Bank Of America, N.A. | Syracuse | NY | 07/2014 | 08/2017 |
| Cadaret, Grant & Co., Inc. | Minoa | NY | 08/2017 | 02/2020 |
| Visions Federal Credit Union | Endicott | NY | 02/2020 | Present |
| Lpl Financial Llic | Endicott | NY | 02/2020 | Present |
| Visions Analysis Llc | Endicott | NY | 04/2020 | Present |
1) 02/10/2020 - Visions Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) - start: 02/2020 2) 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/27/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-05 |
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