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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
5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • United States
102 Lee Ave., Waycross, GA 31501 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-15 |
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