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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 | 2023-11-13 |
Branch Locations
102 Lee Ave, Blackshear, GA 31516 • United States
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 |
|---|---|---|---|---|
| Northwestern Mutual | Atlanta | GA | 06/2022 | 08/2022 |
| Byrt Financial Advisors, Llc | Waycross | GA | 08/2022 | 09/2022 |
| Avantax Investment Services Inc. | Waycross | GA | 08/2022 | 11/2023 |
| Avantax Advisory Services | Waycross | GA | 08/2022 | 11/2023 |
| Avantax Insurance Services | Waycross | GA | 08/2022 | 11/2023 |
| Pierce County Board Of Education | Blackshear | GA | 08/2014 | 05/2022 |
| Byrt Financial Advisors Llc | Waycross | GA | 08/2022 | 11/2023 |
| Kestra Investment Services, Llc | Waycross | GA | 11/2023 | Present |
| Kestra Private Wealth Services, Llc | Waycross | GA | 11/2023 | Present |
Name: BYRT FINANCIAL ADVISORS, LLC POSITION: Advisor NATURE: Insurance INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 08/22/2022 ADDRESS: 102 Lee Ave, Waycross GA 31501 DESCRIPTION: Advising clients on investing, life insurance products, and retirement planning as it pertains to their financial planning goals. Name: INSPIRED WEALTH PLANNING POSITION: Advisor NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/03/2025 ADDRESS: 102 Lee Ave, Waycross GA 31501, United States DESCRIPTION: Advising clients on investing, life insurance products, and retirement planning as it pertains to their financial planning goals. Name: EVORS 3 HOLDINGS LLC POSITION: Owner NATURE: Tax reporting entity INVESTMENT RELATED: Yes # OF HOURS: 4 SECURITIES TRADING HOURS: 1 START DATE: 05/11/2026 ADDRESS: 5715 Meadow Wood Dr, Blackshear GA 31516, United States DESCRIPTION: Tax reporting entity
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-09-15 |
| S65 | Uniform Investment Adviser Law Examination | 2023-09-01 |
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