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Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-08-03
  • NY RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 02/2004 → Present
    Lpl Financial Llc (F.k.a. Linsco/Private Ledger Corp)
    Endicott, NY
  • 09/2017 → Present
    Visions Analysis Llc
    Endicott, NY
  • 04/2004 → Present
    Visions Federal Credit Union
    Endicott, NY
Other Businesses

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

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1999-12-06
S63 Uniform Securities Agent State Law Examination 1991-06-19
  • S65 Uniform Investment Adviser Law Examination
    1999-12-06
  • S63 Uniform Securities Agent State Law Examination
    1991-06-19
Designations
Other Names
  • Rob Bradley
  • Bob Bradley

View on SEC IAPD

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