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4110 N. Scottsdale Rd., Ste. 125, Scottsdale, AZ 85251 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-01-01 |
| FL | RA | APPROVED | 2025-01-01 |
| NE | RA | APPROVED | 2023-06-09 |
| IA | RA | APPROVED | 2023-05-30 |
| KS | RA | APPROVED | 2023-05-26 |
| TX | RA | APPROVED_RES | 2023-05-26 |
| MO | RA | APPROVED | 2023-05-25 |
Branch Locations
7450 W. 130Th St., Suite 215, Overland Park, KS 66213 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| True Peace Financial Solutions | Overland Park | KS | 05/2011 | Present |
| Secure Investment Management | Tucson | AZ | 02/2014 | 05/2018 |
| J.D. Mellberg Financial | Tucson | AZ | 06/2013 | 05/2017 |
| Alphastar Capital Management, Llc | Cornelius | NC | 05/2018 | 05/2023 |
| True Peace Securities | Overland Park | KS | 07/2018 | Present |
| True Peace Marketing Inc. | Overland Park | KS | 12/2020 | Present |
1) True Peace Financial Solutions: Non-Investment related business. Address: 7450 W. 130th St, Suite 215, Overland Park, KS 66213. Insurance products; such as, fixed index annuities, fixed annuities, life insurance, and long-term care insurance. Owner & Licensed Insurance Agent. Date started: 05/2011. 50 HOURS/WEEK (35 of which are during trading hours). 2.) True Peace Marketing Inc: Non-Investment related business. Address: 7450 W 130th St, Suite 215, Overland Park, KS 66213. Insurance product marketing company for True Peace Financial Solutions. Board Member only. Date started: 12/2020. 1 hour/week (none during trading hours). Help maintain daily processes.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2008-07-22 |
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