Best Investors
Account
Sign in
Best Investors
Account
Sign in
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2023-06-19 |
| GA | RA | APPROVED | 2023-06-16 |
Branch Locations
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
201 Wes Park Dr Ste 100, Perry, GA 31069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward D. Jones & Co., L.P. | Ripley | TN | 02/1996 | 06/2023 |
| Kestra Investment Services, Llc | Perry | GA | 06/2023 | Present |
| Kestra Private Wealth Services, Llc | Perry | GA | 06/2023 | Present |
Business Name: INSPIRED WEALTH PLANNING POSITION: Owner NATURE: Insurance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 05/17/2023 ADDRESS: 402 General Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Investment advising and client relations Business Name: BOBKAT LLC POSITION: Owner NATURE: Entity for assets INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 05/17/2023 ADDRESS: 402 Courtney Hodges Blvd, Unit 301, Perry GA 31069 DESCRIPTION: Entity used for income and expenses paid. Business Name: HLPC CHURCH POSITION: Deacon NATURE: Deacon INVESTMENT RELATED: No NUMBER OF HOURS: 3 SECURITIES TRADING HOURS: 10 START DATE: 07/03/2017 ADDRESS: 101 OBrain Dr, Kathleen GA 31047, United States DESCRIPTION: Helping with church poor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-02 |
Reach out to this advisor