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Patricia Ann Kollath

Inspired Financial Planners

Gulfport, MS

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Current Employers
Inspired Financial Planners

Gulfport, MS • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-06-29
LA RA APPROVED 2020-03-16
NC RA APPROVED 2019-11-13
MS RA APPROVED 2019-09-23
  • TX RA
    APPROVED_RES
    Since 2022-06-29
  • LA RA
    APPROVED
    Since 2020-03-16
  • NC RA
    APPROVED
    Since 2019-11-13
  • MS RA
    APPROVED
    Since 2019-09-23

Branch Locations

Gulfport, MS • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Avl Wealthcare, Llc Gulfport MS 04/2014 02/2018
Lpl Financial Llc Ocean Springs MS 03/2018 04/2019
Clark Asset Management, Llc Portsmouth NH 04/2019 01/2020
Inspired Financial Planners, Llc Ocean Springs MS 06/2019 Present
  • 04/2014 → 02/2018
    Avl Wealthcare, Llc
    Gulfport, MS
  • 03/2018 → 04/2019
    Lpl Financial Llc
    Ocean Springs, MS
  • 04/2019 → 01/2020
    Clark Asset Management, Llc
    Portsmouth, NH
  • 06/2019 → Present
    Inspired Financial Planners, Llc
    Ocean Springs, MS
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2018-10-19
S65 Uniform Investment Adviser Law Examination 2014-07-01
  • S63 Uniform Securities Agent State Law Examination
    2018-10-19
  • S65 Uniform Investment Adviser Law Examination
    2014-07-01
Designations
Other Names
  • Tricia Ann Moore
  • Patricia Ann Moore
  • Trisha Kollath

View on SEC IAPD

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