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901 Ne Loop 410 Suite 100, San Antonio, TX 78209 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2009-01-05 |
Branch Locations
11920 Alterra Parkway Suite 136, Austin, TX 78758 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Strategic Financial Concepts, Llc | Austin | TX | 01/2009 | Present |
| Lpl Financial Llc | Austin | TX | 09/2009 | Present |
(1) 10/01/2009: Ryan J. Bubela - Non-Variable Insurance DBA - DBA: Ryan J. Bubela - Investment Related - At Reported Business Location(s) - 50% Time Spent - Insurance Sales (2) 11/16/2009: Strategic Financial Concepts, LLC - Registered Investment Advisor - DBA: Strategic Financial Concepts, LLC - Investment Related - At Reported Business Location(s) - 50% Time Spent (3) 08/09/2011: National Financial Alliance - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - 25% Time Spent - agent offering fixed insurance products (4) 07/23/2013: NFA Wealth Management - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s) (5) 04/07/2014: Bubela Financial, LLC - For Accounting Purposes Only - Investment Related - At Reported Business Location(s) (6) 09/17/2014: Strategic Financial Concepts - Registered Investment Advisor DBA - DBA: (HYBRID) Bubela Wealth Management - Investment Related - 12012 Technology Blvd, Ste 101 Austin, TX 78727 - Started 09/15/2014 - 20 Hr/Mo; 1 Hour During Securities Trading - Providing fee-based advice to clients. (7) 10/16/2015: Wealth Management division of Capitol Credit Union - DBA for LPL Business (entity for LPL business) - Investment Related - 11902 Burnet Rd., Ste. A, Austin, TX 78759 - Started 10/13/2015 - 10 Hr/Mo; 2 Hours During Securities Trading (8) 08/15/2016: Strategic Financial Concepts - Registered Investment Advisor DBA - DBA: (HYBRID) Bubela Wealth Management - Investment Related - 12012 Technology Blvd, Ste 101 Austin, TX 78727 - Started 09/15/2014 - 20 Hr/Mo; 1 Hour During Securities Trading (9) 8/5/2019 - PrimeWay Investment Resources - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Started 07/15/2019 - 25 Hours Per Month/1 Hour During Securities Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-20 |
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