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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-16 |
| OH | RA | APPROVED | 2021-10-13 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
3130 Executive Parkway Suite 2F, Toledo, OH 43606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toledo | OH | 06/2016 | 10/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | 10/2021 |
| Kestra Investment Services Llc | Toledo | OH | 10/2021 | Present |
| Kestra Private Wealth Services Llc | Toledo | OH | 10/2021 | Present |
Business Name: TRUE ALPHA WEALTH MANAGEMENT POS: Financial advisor NOB: Registered rep activities through Kestra Investment Services INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/13/2021 ADDRESS: 3130 Executive Parkway, Suite 2F, Toledo OH 43606 DESC: Financial planning, asset management, Business Name: MHW HOLDINGS, LTD POS: member NOB: It is an entity for tax/legal/payroll obligations INV REL: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024 ADDRESS: 5004 Timber Commons Dr, Sandusky OH 44870 DESC: this is simply an umbrella LLC between, Tyler Mckean, Steve Hafner, and myself- all members of KPW. We were advised from our attorney/ CPA to have a separate LLC for liability purposes versus the True Alpha Wealth Management LLC.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-09 |
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