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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 | 2021-01-05 |
| OH | RA | APPROVED | 2020-06-30 |
Branch Locations
3130 Executive Parkway Suite 2F, Toledo, OH 43606 • United States
5004 Timber Commons, Sandusky, OH 44870 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Ottawa Hills, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Sylvania | OH | 12/2011 | 06/2020 |
| Kestra Investment Services | Toledo | OH | 06/2020 | Present |
| Kestra Private Wealth Services | Toledo | OH | 06/2020 | Present |
Name: True Alpha Wealth Management Investment Related: Yes Address: 5004 Timber Commons Dr Sandusky OH 44870 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance; Investment Advisory services through an independent outside RIA Position, Title or Relationship: IAR Start Date: 6/30/2020 Hours per month: 100%+ (More than 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: oversee all operations, along with 3 other partners NAME: TYLER MCKEAN ENTERPRISES LLC POSITION: Sole Member NATURE: LLC used for tax purposes on earnings INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 80 START DATE: 10/01/2021 ADDRESS: 3130 Executive Parkway, Suite 2F, Toledo OH 43606, United States DESCRIPTION: Sole Member MHW HOLDINGS, LTD POSITION: member NATURE: umbrella liability for tax/legal purposes INVESTMENT RELATED: No # OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2024ADDRESS: 5004 Timber Commons Dr, Sandusky OH 44870, United States DESCRIPTION: this is simply an umbrella LLC between myself, Steve Hafner and Chad Wicker - all members of KPWS. we were advised from our attorney/CPA to have a separate LLC for liability purposes versus the True Alpha Wealth Management LLC.I still have my solo member LLC for my individual income earnings
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-08-13 |
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