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2812 Bedford Road Suite 200, Bedford, TX 76021 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-10-06 |
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 | 11/2014 | Present |
| Strategic Wealth Management Llc | Bedford | TX | 01/2019 | 10/2020 |
| Strategic Wealth Management | Bedford | TX | 10/2020 | Present |
(1) 06/07/2012 - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - STRATEGIC WEALTH MANAGEMENT, LLC - INV REL - AT REPORTED BUSINESS LOCATION(S) (2) 04/24/2019 - Strategic Wealth Management, LLC - Investment related - At reported business location(s) - Non-Variable Insurance - start date:03/27/2019 - 8 hrs/mo - 1 hr during trading. (3) 5/2/2019 - Strategic Wealth Management, LLC - Investment Related - At Reported Business Location(s) - Registered Investment Advisor Hybrid - IAR - Started 10/24/2014 - 160 Hours Per Month/120 Hours During Securities Trading - I provide investment advisory services through Strategic Wealth Management, LLC, an independent investment advisor firm. I started this business activity in 10/2014. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-12-27 |
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