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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Partnervest Advisory Services Llc | Santa Barbara | CA | 03/2009 | 10/2020 |
| Covenant Wealth Advisors, Llc | Vestal | NY | 10/2004 | 06/2026 |
| Lpl Financial, Llc | Binghamton | NY | 06/2026 | Present |
| Changepath, Llc | Leawood | KS | 10/2020 | 06/2026 |
| Visions Analysis Llc | Endicott | NY | 06/2026 | Present |
1. 05/2026 - Visions Analysis, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 06/01/2026 2. 05/2026 - COVENANT WEALTH ADVISORS, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 06/01/2009 3. 05/2026 - COVENANT REALTY HOLDINGS, LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Binghamton, NY, 13905– OBA Start Date: 09/01/2011 4. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Advisors a Division of Visions Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date : 05/2026 5. 05/2026 - Binghamton Waterfront Properties, LLC - Real Estate Rental - Inv Related – 0 Hour(s)/Month – 0 Hour(s) During Trading – Endwell, NY, 13760 – OBA Start Date: 01/01/2018 6. 05/2026 - Blogs - Author - Not Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Endwell, NY, 13760 – OBA Start Date: 02/01/2018 7. 05/2026 - YouTube Channel - Chipomite - Radio/ TV/ Podcast - Not Inv Related – 1 Hour(s)/Month – 0 Hour(s) During Trading – Endwell, NY, 13760 – OBA Start Date: 04/01/2010 8. 05/2026 - Ronald Williamson - Non-Variable Insurance - Inv Related – 2 Hour(s)/Month – 2 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 01/01/2006
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-03 |
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