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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 |
| AL | RA | APPROVED | 2019-10-18 |
| TX | RA | APPROVED_RES | 2015-03-11 |
| FL | RA | APPROVED | 2012-04-16 |
Branch Locations
4700 Vestal Parkway East, Vestal, NY 13850 • United States
500 Erie Blvd. West, Syracuse, NY 13204 • United States
24 Mckinley Ave, Endicott, NY 13760 • United States
Bradford Towne Center Rr#6, Towanda`, PA 18848 • United States
7198 State Rt 38, Newark Valley, NY 13811 • United States
2121 N. Elmira St, Sayre, PA 18840 • United States
1630 County Rd 64, Unit G-6, Horseheads, NY 13760 • United States
2531 Vestal Parkway E, Vestal, NY 13850 • United States
93 Orchard Street, Spencer, NY 14883 • United States
1801 State Rte 17C-Bodle Hill, Owego, NY 13827 • United States
1130 E. Main St, Rochester, NY 14621 • United States
3301 Country Club Rd, Endwell, NY 13760 • United States
4400 Vestal Parkway East, Binghamton, NY 13902 • United States
8836 Route 434, Apalachin, NY 13732 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Endicott | NY | 04/2012 | Present |
| Visions Federal Credit Union | Endicott | NY | 04/2012 | Present |
1. 04/03/2012 - Visions Federal Credit Union - DBA: Visions Investment Services - Investment Related - At Reported Business Location(s) - Financial Institution Duty. 2. 6/6/2013 - Visions Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 3. 11/7/2017 - Visions Analysis LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date 09/01/2017 - 173 Hours Per Month During Securities Trading. 4. 01/05/2024 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 12/01/2023 - 0 Hours Per Month/ During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-16 |
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