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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-01-31 |
Branch Locations
47 Route 206 Ste #1, Augusta, NJ 07822 • United States
78 Washington Ave, Westwood, NJ 07675 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America | Newburgh | NY | 02/2016 | 07/2017 |
| Visions Federal Credit Union | Endicott | NY | 07/2017 | Present |
| Lpl Financial Llc | Mahwah | NJ | 10/2017 | 11/2018 |
| Lpl Financial Llc | Endicott | NY | 01/2020 | Present |
| Visions Analysis Llc | Endicoot | NY | 05/2023 | Present |
1) 01/24/2020 - Visions Investment Services - DBA for LPL Business (entity for LPL business) - inv rel - at reported business location(s) 2) 01/24/2020 - Vision Federal Credit Union - Financial Institution Duty - inv rel - at reported business location(s) - start: 07/2017 - 128 hr/mth 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 | 2022-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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