Nicholas Peter Millard

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-06-01

NY RA
APPROVED

Since 2026-06-01

Branch Locations

37 Front St, Binghamton, NY 13905 • United States

Disclosures

2 disclosure categories 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.

Regulatory action Yes
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Partnervest Advisory Services Llc	Santa Barbara	CA	03/2009	10/2020
Covenant Wealth Advisors, Llc	Vestal	NY	03/2009	06/2026
Lpl Financial, Llc	Binghamton	NY	06/2026	Present
Changepath, Llc	Leawood	KS	10/2020	06/2026
Visions Analysis Llc	Endicott	NY	06/2026	Present

03/2009 → 10/2020

Partnervest Advisory Services Llc

Santa Barbara, CA
03/2009 → 06/2026

Covenant Wealth Advisors, Llc

Vestal, NY
06/2026 → Present

Lpl Financial, Llc

Binghamton, NY
10/2020 → 06/2026

Changepath, Llc

Leawood, KS
06/2026 → Present

Visions Analysis Llc

Endicott, NY

Previous Registrations

2020-10-26 → 2026-06-09

Creativeone Wealth, Llc

Binghamton, NY

Overland Park, KS
2009-03-19 → 2020-11-05

Partnervest Advisory Services Llc

Binghamton, NY

Vestal, NY

Santa Barbara, CA
2007-07-18 → 2009-04-29

Stone House Investment Management, Llc

Vestal, NY

Tunkhannock, PA

Other Businesses

1. 05/2026 - Visions Analysis, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 160 Hour(s)/Month – 160 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 06/01/2026 2. 05/2026 - COVENANT REALTY HOLDINGS, LLC - Real Estate Rental - Inv Related – 1 Hour(s)/Month – 1 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 09/01/2011 3.05/2026 - COVENANT WEALTH ADVISORS, LLC - Business Entity For Tax/Investment Purposes Only - Inv Related – 4 Hour(s)/Month – 4 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 06/01/2009 4. Investment products and services are offered through LPL Financial LLC using the DBA/trade name Covenant Wealth Advisors a Division of Visions Wealth Management - Inv Rel - At Reported Business Location (s) - Start Date: 05/2026 5. 05/2026 - Nicholas Millard - Non-Variable Insurance - Inv Related – 2 Hour(s)/Month – 2 Hour(s) During Trading – Binghamton, NY, 13905 – OBA Start Date: 01/01/2006 6. Johnson City Rotary Club – Community Service Organization, not investment-related, PO Box 264, Johnson City, NY 13790, community service projects, Member & Chair of Membership Committee, 01/01/1992, 4-8 hours/mo., 0 hours/mo. during securities trading hours, community service projects

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-05-17
S63	Uniform Securities Agent State Law Examination	1986-11-24

S65 Uniform Investment Adviser Law Examination

1999-05-17
S63 Uniform Securities Agent State Law Examination

1986-11-24

Designations

Other Names

Nicholas Peter Millrd

View on SEC IAPD