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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 |
| NJ | RA | APPROVED | 2017-07-26 |
Branch Locations
33 Riverside Dr, Binghamton, NY 13905 • United States
24 Mckinley Ave, Endicott, NY 13760 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| O'COnnor Investments | Binghamton | NY | 01/2007 | 11/2016 |
| Visions Federal Credit Union | Binghamton | NY | 11/2016 | Present |
| Lpl Financial Llc | Binghamton | NY | 10/2016 | Present |
| Visions Analysis Llc | Binghamton | NY | 09/2017 | Present |
1. 6/22/2017 - Visions Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/7/2017 - Visions Analysis LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2017 - 166 Hours Per Month During Securities Trading. 3. 11/29/2017 - O'Connor Investments - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date 11/07/2016 - 173 Hours Per Month / 141 Hours During Trading. 4. 1/6/2020 - No Business Name - Not Investment Related - Location/Address: N/A - Outside/W-2 Employment - Driver - Started 10/25/2019 - 40 Hours Per Month/0 Hours During Securities Trading - DoorDash Driver. 5. 4/27/2020 - Visions Investment Services - DBA: The O'Connor Group (Owned by Visions Analysis, LLC) - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 01/02/2020 - 160 Hours Per Month/130 Hours During Securities Trading. 6. 09/22/2022 - Amazon Flex - Not Investment Related - Outside/W-2 Employment - independent contractor - Start Date - 08/27/2022 - 32 Hours Hours Per Month/0 Hours During Securities Trading 7. 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/21/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-24 |
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