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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
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 | 06/2000 | 04/2025 |
| Southwest Georgia Bank | Moultrie | GA | 11/2019 | 04/2020 |
| The First Bank | Moultrie | GA | 04/2020 | 03/2025 |
| Kestra Investment Services, Llc | Moultrie | GA | 04/2025 | Present |
| Kestra Private Wealth Services, Llc | Moultrie | GA | 04/2025 | Present |
Bus Name: INSPIRED WEALTH PLANNING POSITION: Registered Associate NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/03/2025 ADDRESS: 6 First Ave SE, Moultrie GA 31768, United States DESCRIPTION: Assist with administrative tasks
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-12-08 |
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