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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 | 2025-03-14 |
| TX | RA | APPROVED_RES | 2025-03-12 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
409 Airport Rd Suite 102, Griffin, GA 30224 • 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 | 03/2008 | 03/2025 |
| Kestra Investment Services Llc | Griffin | GA | 03/2025 | Present |
| Kestra Private Wealth Services, Llc | Griffin | GA | 03/2025 | Present |
Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Name: HUNTER DUNHAM RACING LLC POSITION: Secretary NATURE: Motorcycle Racing Team INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 05/23/2019 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: Current I just help Tony & Hunter make sure deposits are made and bills are paid. Name: INSPIRED WEALTH PARTNERS POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 118 N Expressway, Griffin GA 30223, United States DESCRIPTION: Help with planning & management of client financial accounts Name: TAYLOR HOLDINGS GROUP POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: report income for tax purposes Name: J TAYLOR HOLDINGS LLC POSITION: owner NATURE: Real Estate INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/01/2025 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: own and maintain building Name: FIVE LOAVES AND TWO FISH FOOD PANTRY POSITION: Chairman of the Board NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/01/2010 ADDRESS: 412 W Slaton Ave, Griffin GA 30223, United States DESCRIPTION: Chairman of the board overseeing the day to day operation with the board. Our Director reports to me for anything daily that needs to be handled Name: KIWANIS CLUB OF GRIFFIN POSITION: Finance Committee, Fair board member NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 12 SECURITIES TRADING HOURS: 1 START DATE: 09/09/2014 ADDRESS: 1025 S Hill St, Griffin GA 30224, United States DESCRIPTION: With a committee and a board we make financial decision for the club. How to raise money for our community projects and invest the funds of the club for service projects, scholarships and the fair. Name: INSPIRED WEALTH PLANNING POSITION: Financial Advisor NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/05/2025 ADDRESS: 118 N Expressway, Griffin GA 30223, United States DESCRIPTION: Help with planning & management of client financial accounts Name: TAYLOR PLANNING GROUP POSITION: Owner NATURE: LLC for tax purposes INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/02/2025 ADDRESS: 4998 Newnan Rd, Griffin GA 30223, United States DESCRIPTION: report income for tax purposes
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-03-08 |
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