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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-10-25 |
Branch Locations
24 Mckinley Ave, Endicott, NY 13760 • United States
4400 Vestal Parkway East, Binghamton, NY 13902 • United States
93 Orchard Street, Spencer, NY 14883 • United States
Bradford Towne Center Rr#6, Towanda, PA 18848 • United States
2121 N. Elmira St, Sayre, PA 18840 • United States
1630 County Rd 64, Unit G-6, Horseheads, NY 14845 • United States
7198 State Rt 38, Newark Valley, NY 13811 • United States
16909 State Rte 706, Montrose, PA 18801 • United States
303 N. Main St, Elmira, NY 14901 • United States
408 Elmira Road, Elmira, NY 14901 • United States
1801 State Rte 17C-Bodle Hill, Owego, NY 13827 • United States
232 Ennis Lane, Towanda, PA 18848 • United States
26 Day Hollow Rd, Owego, NY 13827 • United States
8836 Route 434, Apalachin, NY 13732 • United States
49 Court St, Binghamton, NY 13901 • United States
513 E 4Th St, Watkins Glen, NY 14891 • United States
100 Pavillion Rd, Johnson City, NY 13790 • 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 |
|---|---|---|---|---|
| Visions Federal Credit Union | Endicott | NY | 08/2004 | Present |
| Lpl Financial Llc | Endicott | NY | 11/2008 | Present |
1. 09/24/2021 - Visions Analysis LLC - Investment Related - At Reported Business Location(s) - Financial Institution Duty - Start Date: 01/01/2020 - 160 Hours Per Month/160 Hours During Securities Trading. 2. 04/04/2022 - Visions Analysis LLC - DBA: Visions Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/01/2020 - 160 Hours Per Month/160 Hours 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.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2010-02-19 |
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