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Current Employers
Kestra Private Wealth Services, Llc

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2023-11-13
  • GA RA
    APPROVED
    Since 2023-11-13

Branch Locations

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States

102 Lee Ave., Waycross, GA 31501 • 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
Byrt Cpas, Llc Waycross GA 10/2013 11/2023
Kella Bell Consulting, P.C. Patterson GA 07/2018 11/2023
Southeast Bolt Company Blackshear GA 09/2011 11/2023
Avantax Investment Services Inc. Waycross GA 09/2022 11/2023
Avantax Advisory Services Waycross GA 09/2022 11/2023
Kestra Investment Services, Llc Waycross GA 11/2023 Present
Kestra Private Wealth Services, Llc Waycross GA 11/2023 Present
  • 10/2013 → 11/2023
    Byrt Cpas, Llc
    Waycross, GA
  • 07/2018 → 11/2023
    Kella Bell Consulting, P.C.
    Patterson, GA
  • 09/2011 → 11/2023
    Southeast Bolt Company
    Blackshear, GA
  • 09/2022 → 11/2023
    Avantax Investment Services Inc.
    Waycross, GA
  • 09/2022 → 11/2023
    Avantax Advisory Services
    Waycross, GA
  • 11/2023 → Present
    Kestra Investment Services, Llc
    Waycross, GA
  • 11/2023 → Present
    Waycross, GA
Previous Registrations
  • 2022-12-19 → 2023-11-17
    Avantax Advisory Services
    Waycross, GA
Other Businesses

Bus Name: SOUTHEAST BOLT COMPANY POSITION: Secretary NATURE: Hardware Store INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 09/01/2011 ADDRESS: 4935 Owens Rd., Blackshear GA 31516 DESCRIPTION: My father owns this store. I assist him occasionally with bookkeeping work. I am not compensated and this is the extent of my duties. Bus Name: CHILDREN FIRST POSITION: CPA - Check Signer NATURE: Check Signer INVESTMENT RELATED: No # OF HOURS: 5 SECURITIES TRADING HOURS: 5 START DATE: 07/01/2015 ADDRESS: 410 Williams St., Waycross GA 31501 DESCRIPTION: I pay the bills. All bills must be approved by the director. Bus Name: KELLA BELL CONSULTING P.C. POSITION: Chief Executive Officer NATURE: Consulting INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 07/03/2018 ADDRESS: 3138 Rhett Circle, Patterson GA 31557 DESCRIPTION: I have no duties with the business. The sole purpose is to hold the LLC member Interest of BYRT CPAs, LLC Bus Name: BYRT FINANCIAL, LLC POSITION: Referring Rep. NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes # OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 10/01/2022 ADDRESS: 102 Lee Ave, Waycross GA 31501 DESCRIPTION: No active duties - the CPA firm that I own/am an employee of shares an office space with the advisory business. I have my securities license and act as a referring rep. to the advisory business. Bus Name: BYRT CPAS LLC POSITION: Partner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 32 START DATE: 10/23/2013 ADDRESS: 102 Lee Ave, Waycross GA 31501 DESCRIPTION: Top five job responsibilities: 1. Prepare Tax Returns (Individuals & Businesses) 2. Manage & train Staff 3. Tax Planning Services 5. Review of Tax Returns Bus Name: INSPIRED WEALTH PLANNING POSITION: Referring Rep. NATURE: Insurance INVESTMENT RELATED: No # OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 04/01/2025 ADDRESS: 102 Lee Ave, Waycross GA 31501, United States DESCRIPTION: No active duties - the CPA firm that I own/am an employee of shares an office space with the advisory business. I have my securities license and act as a referring rep. to the advisory business.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-12-15
  • S66 Uniform Combined State Law Examination
    2022-12-15
Other Names
  • Kella Leann Kicklighter Bell
  • Kella Kicklighter Bell
  • Kella Leann Kicklighter
  • Kella L Kicklighter
  • Kella Bell
  • Kella L Bell

View on SEC IAPD

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