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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Partnervest Advisory Services Llc | Santa Barbara | CA | 03/2009 | 10/2020 |
| Covenant Wealth Advisors, Llc | Vestal | NY | 10/2004 | 06/2026 |
| Lpl Financial, Llc | Binghamton | NY | 06/2026 | Present |
| Changepath, Llc | Leawood | KS | 10/2020 | 06/2026 |
| Visions Analysis Llc | Endicott | NY | 06/2026 | Present |
1. 05/2026 - Visions Analysis, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Binghamton NY 13905 - 160 Hrs/Mth - 160 Hrs During Trading -OBA start date: 06/01/2026 2. “Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Advisors a Division of Visions Wealth Management - Inv Rel - At Reported Business Location (s) - 05/2026” 3. 05/2026 - COVENANT REALTY HOLDINGS, LLC - Real Estate Rental - Investment related - Binghamton NY 13905 - 01 Hrs/Mth - 01 Hrs During Trading - OBA start date: 09/01/2011 4. 05/2026 - COVENANT WEALTH ADVISORS, LLC - Business Entity For Tax/Investment Purposes Only - Investment related - Binghamton NY 13905 - 01 Hrs/Mth - 00 Hrs During Trading - OBA start date: 06/01/2009 5. 05/2026 - Kevin Ekstrom - Non-Variable Insurance - Investment related - Binghamton NY 13905 - 02 Hrs/Mth - 02 Hrs During Trading - OBA start date: 01/01/2006 6. Green Community Services, not investment-related, P.O. Box 388, Greene, NY 13778, non-profit to benefit health needs in the community, trustee, 01/01/2027, 1 hours/mo., 0 hours/mo. during securities trading hours, agree and pay for specific health generated requests
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-25 |
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