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2812 Bedford Road Suite 200, Bedford, TX 76021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-09-24 |
Branch Locations
2812 Bedford Road Suite 200, Bedford, TX 76021 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Wealth Management, Llc | Bedford | TX | 05/2015 | 01/2019 |
| Lpl Financial, Llc | Bedford | TX | 09/2015 | Present |
| Strategic Wealth Management Llc | Bedford | TX | 01/2019 | Present |
(1) 6/11/2015: Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 05/18/2015 - 40 Hours Per Month/15 Hours During Securities Trading - Time Spent 25%. (2) 6/30/2015: Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - Started 05/18/2015 - 120 Hours Per Month/100 Hours During Securities Trading - Time Spent 75% - Admin.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-10 |
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