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RIA / WealthAdvisor29 years in industry

MARK THOMAS KOLLAR

Advisor at HDA WEALTH MANAGEMENT, LLC

POLAND, OH

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Search this name across graphsid dfx:ria:d45604e3-75ab-9b92-ff2a-0e76f9505254

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:50 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Jan 18, 2006 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: HDA WEALTH MANAGEMENT, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 21, 1997earliest registration or exam on IAPD
Years in industry: 29derivedfrom the industry start date
Years at current firm: 4derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 3
Exams: S65|S63
First exam: Feb 21, 1997
First registration: Jan 18, 2006
Dual registered: no
Other names: MARK THOMAS KOLLAR|MARK KOLLAR
IAPD individual key: 2847301

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
HDA WEALTH MANAGEMENT, LLC	Independent wealth	Jan 2, 2022	n/a	yes	POLAND, OH	Current employment
STONEX ADVISORS INC.	Bd affiliated wealth	Feb 23, 2017	Feb 15, 2022	no	Youngstown, OH\|BIRMINGHAM, AL\|Poland, OH	Previous registration
TRUE WEALTH DESIGN, LLC	Independent wealth	Jul 8, 2010	Sep 22, 2010	no	AKRON, OH	Previous registration
BROKERSXPRESS LLC	Former SEC adviser	Jan 14, 2009	Jul 7, 2010	no	POLAND, OH\|WAKE FOREST, NC\|POLAND, OH	Previous registration
UBS FINANCIAL SERVICES INC.	Wirehouse	Feb 9, 2007	Sep 19, 2007	no	CANFIELD, OH	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Jan 18, 2006	Feb 9, 2007	no	CANFIELD, OH\|CANFIELD, OH	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
STONEX ADVISORS INC.	HDA WEALTH MANAGEMENT, LLC	Feb 15, 2022	Jan 2, 2022	-44	Firm change after gap	Ibd to RIA
TRUE WEALTH DESIGN, LLC	STONEX ADVISORS INC.	Sep 22, 2010	Feb 23, 2017	2,346	Firm change after gap	Other
BROKERSXPRESS LLC	TRUE WEALTH DESIGN, LLC	Jul 7, 2010	Jul 8, 2010	1	Firm change	Other
UBS FINANCIAL SERVICES INC.	BROKERSXPRESS LLC	Sep 19, 2007	Jan 14, 2009	483	Firm change after gap	Other
KEYBANC CAPITAL MARKETS INC.	UBS FINANCIAL SERVICES INC.	Feb 9, 2007	Feb 9, 2007	0	Bulk transfer	Other

Relationships

Registered with (6)

→ HDA WEALTH MANAGEMENT, LLCRegistered adviserregistration: current employment
Jan 2, 2022 to presentfactForm ADV
→ STONEX ADVISORS INC.Registered adviserregistration: previous registration
Feb 23, 2017 to Feb 15, 2022factForm ADV
→ TRUE WEALTH DESIGN, LLCRegistered adviserregistration: previous registration
Jul 8, 2010 to Sep 22, 2010factForm ADV
→ BROKERSXPRESS LLCRegistered adviserregistration: previous registration
Jan 14, 2009 to Jul 7, 2010factForm ADV
→ UBS FINANCIAL SERVICES INC.Registered adviserregistration: previous registration
Feb 9, 2007 to Sep 19, 2007factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Jan 18, 2006 to Feb 9, 2007factForm ADV

Dated events

Occurred
Feb 15, 2022
Advisor changed firm
Mark Thomas Kollar left Stonex Advisors Inc. for Hda Wealth Management, Llc (registered 2022-01-02)
Form ADVobserved 5 days ago