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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-04-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Visions Federal Credit Union | Endicott | NY | 10/2024 | Present |
| Applied Medical Resources | Rancho Santa Margarita | CA | 01/2016 | 10/2024 |
| Lpl Financial Llc | Endicott | NY | 12/2024 | Present |
| Vsna Analysis Llc | Endicott | NY | 10/2025 | Present |
1- 12/2024 / Visions Wealth Management / DBA for LPL Business (entity for LPL business) / Investment Related 2- Visions Federal Credit Union, non investment-related, 1 Kattelville Rd., Binghamton, NY 13901, Financial Institution Duty, Client Relationship Manager, 10/2024, 160 hours/month, 160 hours/month during securities trading hours, works with clients/members on credit union needs 3- LPL Financial, investment-related, 1 Kattelville Rd., Binghamton, NY 13901, Investments, Registered Representative, 160 hours/month, 160 hours/month during securities trading hours, retail investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-04 |
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