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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-13 |
| NY | RA | APPROVED | 2023-08-31 |
Branch Locations
Five South College Dr, Binghampton, NY 13905 • United States
1235 Upper Front Street, Binghamton, NY 13905 • United States
4400 Vestal Parkway East, Binghamton, NY 13902 • United States
495 Court Street, Binghamton, NY 13904 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vestal Volunteer Emergency Squad | Binghamton | NY | 07/2018 | Present |
| Superior Ems | Binghamton | NY | 07/2016 | 07/2018 |
| United Health Services | Johnson City | NY | 01/2015 | 07/2020 |
| Broome Volunteer Emergency Squad | Binghamton | NY | 01/2022 | 01/2023 |
| Ascension Lourdes Hospital | Binghamton | NY | 08/2021 | Present |
| Suny Binghamton | Binghamton | NY | 08/2011 | 08/2017 |
| Visions Federal Credit Union | Endicott | NY | 01/2023 | Present |
| Lpl Financial Llc | Endicott | NY | 06/2023 | Present |
| Visions Analysis Llc | Binghamton | NY | 03/2023 | Present |
| Visions Analysis Llc | Binghamton | NY | 03/2024 | Present |
1- 06/2023 / Visions Investment Services / DBA for LPL Business (entity for LPL business) / 2- 06/2023 / Vestal Volunteer Emergency Squad / Outside/W-2 Employment / Non Investment Related / start date 06/01/2019 3- 06/2023 / Acension Lourdes Hospital / Outside/W-2 Employment / Non Investment Related / start date 08/01/2022 4- 12/12/2023 - Visions Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) - Start Date 11/27/2023 - 0 Hours Per Month/ During Trading 5- Visions Federal Credit Union, non Investment-related, 1 Kattelville Rd., Binghamton, NY 13901, Financial Institution Duty, Client Relationship Manager, 01/2023, 160 hrs/mo., 160 hrs/mo., during securities trading hours, works with clients/members, on credit union needs. 6-LPL Financial, investment-related, 1 Kattelville Rd. Binghamton, NY 13901, Investments, Registered Representative, 06/2023, 160 hrs/mo., 160 hrs/mo. during securities trading hours, retail investments. 7-Uber, non Investment-related, 1515 Third Street, San Francisco, CA 94158, Driving, Driver, 04/06/2024, 32 hrs/mo., 0 hrs/mo. during securities trading hours, Uber driver.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-30 |
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