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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 | 2025-09-30 |
Branch Locations
201 Wes Park Dr Suite 100, Perry, GA 31069 • United States
402 General Courtney Hodges Blvd, Perry, GA 31069 • United States
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Edward Jones | St. Louis | MO | 03/1997 | 06/2023 |
| Kestra Investment Services | Elko | GA | 06/2023 | Present |
| Kestra Private Wealth Services, Llc | Elko | GA | 09/2025 | Present |
Business Name: INSPIRED WEALTH PLANNING POSITION: Registered Associate NATURE: Registered Field Assistant INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 06/14/2023 ADDRESS: 402 General Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Support for the advisor, completing paperwork and making follow up appointments. Business Name: MARY K DUKE - NOTARY POSITION: Notary Public NATURE: Notary Public INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 4 START DATE: 06/01/2023 ADDRESS: 402 General Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Notarize documents
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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