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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 |
| PA | RA | APPROVED | 2020-08-11 |
Branch Locations
24 Mckinley Ave, Endicott, NY 13760 • United States
16909 State Rte 706, Montrose, PA 18801 • United States
5788 E Circle Dr, Cicero, NY 13039 • United States
5001 State Hwy 23, Oneonta, NY 13820 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Johnson City | NY | 12/2017 | 08/2020 |
| Nbt Bank | Norwich | NY | 10/2017 | 11/2017 |
| Kw Fitness | Vestal | NY | 09/2017 | 10/2017 |
| Sugar Lips Ice Cream Shop | Johnson City | NC | 04/2013 | 09/2017 |
| Chestnut Hill College | Philadelphia | PA | 08/2015 | 05/2017 |
| Visions Analysis, Llc | Endicott | NY | 08/2020 | 05/2023 |
| Lpl Financial Llc | Endicott | NY | 08/2020 | Present |
| Visions Analysis Llc | Endicott | NY | 05/2023 | Present |
1) 8/11/2020- Visions Investment Services- DBA for LPL Business (entity for LPL business)- Inv. Related- at reported business location(s)- 100% 2) 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/27/2023 - 0 Hours Per Month/ During Trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-11 |
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