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5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-03 |
Branch Locations
6 First Street Se, Moultrie, GA 30223 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services, Inc. | Moultrie | GA | 03/2001 | 04/2025 |
| Raymond James Financial Services Advisors, Inc | Moultrie | GA | 01/2009 | 04/2025 |
| Southwest Georgia Bank | Moultrie | GA | 03/2001 | 04/2020 |
| The First Bank, Anba | Moultrie | GA | 03/2021 | 04/2025 |
| Kestra Investment Services Llc | Moultrie | GA | 04/2025 | Present |
| Kestra Private Wealth Services Llc | Moultrie | GA | 04/2025 | Present |
Name: INSPIRED WEALTH PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/03/2025 ADDRESS: 6 First Avenue SE, Moultrie GA 31768, United States DESCRIPTION: Provide investment advice. Name: COLQUITT REGIONAL CAPTIVE POSITION: Board Member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2020 ADDRESS: 3131 South Main Street, Moultrie GA 31768, United States DESCRIPTION: Offer direction and oversight for the activities described above Name: ARCHWAY PARTNERSHIP COLQUITT COUNTY POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2015 ADDRESS: 350 Veterans Parkway North, Building 1, Room 132, Moultrie GA 31788, United States DESCRIPTION: Oversee activities related to statement above Name: MOULTRIE HOUSING AUTHORITY POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 800 4th Ave SE, Moultrie GA 31768, United States DESCRIPTION: Provide oversight for activities above Name: MOULTRIE LEASED HOUSING POSITION: Board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/01/2022 ADDRESS: 800 4th Ave SE, Moultrie GA 31768, United States DESCRIPTION: Oversee activities above Name: HORSESHOE BEND PROPERTY INVESTMENTS POSITION: Owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 1 START DATE: 11/08/2024 ADDRESS: 7 Pine Cone Road, Moultrie GA 31768, United States DESCRIPTION: Sole owner- all business responsibilities Name: FIRST BAPTIST CHURCH POSITION: Deacons/Finance Committee NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 400 South Main Street, Moultrie GA 31768, United States DESCRIPTION: Give direction to local ministry Name: COLQUITT REGIONAL MEDICAL CENTER POSITION: Board Member/ Chairman NATURE: Health Care INVESTMENT RELATED: No # OF HOURS: 10 SECURITIES TRADING HOURS: 4 START DATE: 10/01/2017 ADDRESS: 3131 South Main Street, Moultrie GA 31768, United States DESCRIPTION: Responsible to give strategic direction and oversight to the mission outlined above.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-07-15 |
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