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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 |
Branch Locations
Bradford Towne Center Rr#6 Visions Federal Credit Union, Towanda, PA 18848 • United States
7198 State Route 38 Visions Federal Credit Union, Newark Valley, NY 13760 • United States
803 N Elmira St Visions Federal Credit Union, Sayre, PA 18840 • United States
1630 County Rd 64, Unit G-6 Visions Federal Credit Union, Horseheads, NY 13760 • United States
93 Orchard Street, Spencer, NY 14883 • United States
2531 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
Visions Federal Credit Union 5411 State Hwy Rte 12, Norwich, NY 13815 • United States
Visions Federal Credit Union 49 Court St, Binghamton, NY 13901 • United States
26 Day Hollow Rd, Owego, NY 13827 • United States
4700 Vestal Parkway East, Vestal, NY 13850 • United States
1801 State Rte 17C-Bodle Hill, Owego, NY 13827 • United States
8836 Route 434, Apalachin, NY 13732 • United States
3301 Country Club Rd, Endwell, NY 13760 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc (F.k.a. Linsco/Private Ledger Corp) | Endicott | NY | 02/2004 | Present |
| Visions Analysis Llc | Endicott | NY | 09/2017 | Present |
| Visions Federal Credit Union | Endicott | NY | 04/2004 | Present |
1. 01/26/2004 - VISIONS INVESMENT SERVICES - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/7/2017 - Visions Analysis - Not Investment Related - At Reported Business Location(s) - Business Entity For Tax/Investment Purposes Only - Started 09/01/2017 - 160 Hours Per Month During Securities Trading. 3. 01/05/2024 - Visions Wealth Management - Inv Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started: 12/11/2023 - 0 Hrs/Mo. 4. 07/31/2025 - Airport Inn LLC - Outside/W-2 Employment - Binghamton ny - Not Inv Rel - Start date: 08/01/2025 - 12Hrs/mnth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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