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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 |
| TX | RA | APPROVED | 2019-02-04 |
| ME | RA | APPROVED | 2017-09-19 |
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 |
|---|---|---|---|---|
| Capital Analysts, Inc. | Radnor | PA | 07/2002 | 11/2016 |
| Lincoln Investment | Binghamton | NY | 06/2012 | 11/2016 |
| Lpl Financial, Llc | Binghamton | NY | 11/2016 | Present |
| Visions Federal Credit Union | Binghamton | NY | 11/2016 | Present |
1. 11/7/2016 - Visions Investment Services - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business). 2. 11/7/2016 - O'CONNOR INCOME REALTY LLC - NON INVESTMENT-RELATED - 33 Riverside Dr, Binghamton, NY 13905 - REAL ESTATE RENTAL - OWNER/Managing member - Started 01/01/2015 - 4 Hours Per Month/2 Hours During Securities Trading - Time Spent 2%. 3. 11/7/2016 - O'CONNOR CAPITAL ADVISORS LLC - NON INVESTMENT-RELATED - 33 Riverside Dr, Binghamton, NY 13905 - REAL ESTATE RENTAL - OWNER/Sole Member - Started 01/01/1998 - 1 Hours Per Month During Securities Trading - Time Spent 1% - Entity owns office building. 4. 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/21/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-04-22 |
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