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KEY GROUP HOLDINGS (USA) INC

DALLAS, TX · CRD 168039 · IAPD ↗ · 1-214-461-0528

$4.33BRegulatory AUM
10Advisory reps
10Employees
0Clients
n/aPlanning clients
0Private funds
0States
0Disclosures
institutionalSegment
ApprovedSEC status

Filing changes

55
February 2025 — KEY GROUP HOLDINGS (USA) INC (DALLAS, TX) left the SEC roster (was $4.33B RAUM, 10 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
50
April 2024 — KEY GROUP HOLDINGS USA INC is now doing business as KEY GROUP HOLDINGS (USA) INC.
Primary business name changed: rebrand, merger, or ownership change.
Marketing & brandCRM
62
April 2024 — KEY GROUP HOLDINGS (USA) INC grew from 8 to 10 advisory reps.
Advisory representative count grew materially (>=20% or >=5 reps).
CRMRecruiting & transitionsComplianceFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.