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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-02 |
| NY | RA | APPROVED | 2021-08-03 |
Branch Locations
24 Mckinley Ave, Endicott, NY 13760 • United States
26 Day Hollow Rd, Owego, NY 13827 • United States
4700 Vestal Parkway East, Vestal, NY 13850 • United States
Bradford Towne Center Rr#6, Towanda, PA 18848 • United States
7198 State Rt 38, Newark Valley, NY 13811 • United States
2121 N. Elmira St, Sayre, PA 18840 • United States
1630 County Rd 64, Unit G-6, Horseheads, NY 13760 • United States
2531 Vestal Parkway E, Vestal, NY 13850 • United States
93 Orchard Street, Spencer, NY 14883 • United States
49 Court St, Binghamton, NY 13901 • United States
1801 State Rte 17C-Bodle Hill, Owego, NY 13827 • United States
5411 State Hwy Rte 12, Norwich, NY 13815 • United States
8836 Route 434, Apalachin, NY 13732 • United States
4400 Vestal Parkway East, Binghamton, NY 13902 • United States
1 Kattelville Road, Binghamton, NY 13901 • United States
950 Danby Rd Suite 143, Ithaca, NY 14850 • United States
Endicott, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Binghamton | NY | 02/2012 | Present |
| Visions Analysis Llc | Endicott | NY | 09/2017 | Present |
| Visions Federal Credit Union | Binghamton | NY | 02/2012 | Present |
1. 11/7/2017 - Visions Analysis LLC - 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. 2. 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/22/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-09-21 |
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