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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-03-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 607 Tech Solutions | Binghamton | NY | 10/2015 | 11/2016 |
| Visions Federal Credit Union | Endicott | NY | 11/2016 | Present |
| Lpl Financial Llc | Johnson City | NY | 09/2020 | Present |
| Visions Analysis Llc | Endicott | NY | 05/2023 | Present |
1) 09/22/2020 - Notary - State of NY - inv rel - start: 02/2019 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 | 2023-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-12-18 |
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