Melissa M Titus

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 12/2011 → 01/2020
  The Glen Wood Financial Group, Inc.
  Binghamton, NY
• 09/2013 → Present
  Lpl Financial, Llc
  Binghamton, NY
• 01/2020 → Present
  Visions Federal Credit Union
  Binghamton, NY
• 04/2020 → Present
  Visions Analysis Llc
  Endicott, NY

Other Businesses

1. - Endicott, NY 13760, REAL ESTATE, 11/21/2013, 1 hr per month during trading hours, Landlord. 2. Endicott, NY 13760, REAL ESTATE, 11/21/2013, 1 hr per month during trading hours, Landlord. 3. Endicott, NY 13760, REAL ESTATE, 11/21/2013, 1 hr per month during trading hours, Landlord. 4. Endicott, NY 13760, Real Estate, 01/08/2014, 1 hr per month during trading hours, Landlord. 5. BINGHAMTON, NY 13901, 01/13/2014 - NOTARY PUBLIC - I NOTARIZE DOCUMENTS FOR THE CLIENTS OF THE Visions Investment Services- 1% OF TIME SPENT. 6. Endicott, NY 13760, REAL ESTATE8/4/2014: 1 hr per month during trading hours, Landlord. 7. ENDICOTT, NY 13760 - REAL ESTATE RENTAL 02/08/2015, , 1 hr per month during trading hours, Landlord. 8. 7/8/2019 - Titus Prime Properties LLC - Investment Related - Home Based & Endicott NY 13760 - Real Estate Rental - Started 06/28/2019 - 2 Hours Per Month/0 Hours During Securities Trading - Investment residential rental property. 9. 10. 3/15/2021 - M & C Rentals LLC - Investment Related - Endicott, NY 13760 - Real Estate Rental - Started 03/02/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Restructuring 2 rentals into a new LLC. 11. 3/15/2021 - Bluenose Properties LLC - Investment Related - Endicott, NY 13760 - Real Estate Rental - Started 03/02/2021 - 8 Hours Per Month/0 Hours During Securities Trading - Restructured 2 of my rentals located at Endicott NY 13760 into a newly created sole proprietorship LLC. 12. 4/23/2021 - Visions Analysis LLC - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Start Date: 12/16/2019 - 40 Hours Per Month/8 Hours During Securities Trading - For salary purposes only. 13. 09/14/2021 - Pomifera - Not Investment Related - Home Based - Business Owner - Start Date: 03/19/2021 - 5 Hours Per Month/0 Hours During Securities Trading. 14. 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

Exams

• S65 Uniform Investment Adviser Law Examination
  2023-11-10
• S63 Uniform Securities Agent State Law Examination
  2013-11-21

Other Names

• Melissa M King
• Melissa Titus