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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-14 |
| TX | RA | APPROVED_RES | 2023-09-13 |
Branch Locations
1605 Carmody Court Suite 400, Sewickley, PA 15143 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 09/2023 |
| Morgan Stanley | Pittsburgh | PA | 07/2009 | 09/2023 |
| Morgan Stanley | Punta Gorda | FL | 02/2017 | 09/2023 |
| Kestra Investment Services, Llc | Pittsburgh | PA | 09/2023 | Present |
| Kestra Private Wealth Services, Llc | Pittsburgh | PA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Bus Name: TIGHT LINES FINANCIAL MANAGEMENT LLC POSITION: Owner NATURE: Tax Entity INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 10 START DATE: 09/18/2023 ADDRESS: 1603 Carmody Court, Suite 302, Sewickley PA 15143 DESCRIPTION: Receiving and distributing income from Kindred Wealth Partners. Bus Name: BEVERLY ROAD RENTAL PROPERTY POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 03/01/2025 ADDRESS: 2003 Beverly Road, Columbus OH 43221, United States DESCRIPTION: renter and owner of the property. I hired a Columbus Realty Advisors to assist in managing / renting the property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-10 |
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