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Bradley Steven Sova

LPl Financial LLC

Marco Island, FL

Livonia, MI

CRD 2791794

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Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Educational seminars
  • CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

Current Employers
Lpl Financial Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-04-28
FL RA APPROVED 2026-01-07
MI RA APPROVED 2025-05-15
  • TX RA
    APPROVED_RES
    Since 2026-04-28
  • FL RA
    APPROVED
    Since 2026-01-07
  • MI RA
    APPROVED
    Since 2025-05-15

Branch Locations

Marco Island, FL • United States

37373 Seven Mile Road, Livonia, MI 48152 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Dfcu Financial Federal Credit Union Dearborn MI 01/2002 Present
Cuso Financial Services, L.P. San Diego CA 01/2002 Present
Lpl Financial Llc Livonia MI 05/2025 Present
  • 01/2002 → Present
    Dfcu Financial Federal Credit Union
    Dearborn, MI
  • 01/2002 → Present
    Cuso Financial Services, L.P.
    San Diego, CA
  • 05/2025 → Present
    Livonia, MI
Previous Registrations
  • 2010-01-26 → 2025-05-15
    Cuso Financial Services, L.P.
    Dearborn, MI
    Dearborn, MI
    Livonia, MI
Other Businesses

1- 05/15/2025 - DFCU Financial Partners - DBA for LPL Business (entity for LPL business)- Investment Related - At Reported Business Location(s) - Start Date 04/25/2025 - 160 hours per month/ during trading

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-12-23
S63 Uniform Securities Agent State Law Examination 1996-09-26
  • S66 Uniform Combined State Law Examination
    2009-12-23
  • S63 Uniform Securities Agent State Law Examination
    1996-09-26

View on SEC IAPD

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