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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
TX RA APPROVED 2025-09-25
GA RA APPROVED 2023-03-08
  • TX RA
    APPROVED
    Since 2025-09-25
  • GA RA
    APPROVED
    Since 2023-03-08

Branch Locations

2021 Central Ave, Cordele, GA 31015 • United States

5707 Southwest Parkway Bldg. 2 Ste 400, Austin, TX 78735 • 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
Edward D. Jones & Co., L.P. Cordele GA 08/1995 03/2023
Kestra Investment Services, Llc Cordele GA 03/2023 Present
Kestra Private Wealth Services, Llc Cordele GA 03/2023 Present
  • 08/1995 → 03/2023
    Edward D. Jones & Co., L.P.
    Cordele, GA
  • 03/2023 → Present
    Kestra Investment Services, Llc
    Cordele, GA
  • 03/2023 → Present
    Cordele, GA
Previous Registrations
Other Businesses

Business Name: CENTRAL PLANNING GROUP POSI: President NOBE: Parent company of DBA INV REL: Yes NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 03/08/2023 ADDRESS: 2021 Central Ave, Cordele GA 31015 DESC: Day to day mangement Business Name: INSPIRED WEALTH PLANNING POSI: President NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/08/2023 ADDRESS: 209 East 14th Ave, Cordele GA 31015 DESCRIPTION: Day to day management Business Name: CENTRAL HOLDINGS GROUP POSITION: owner/member NATURE: Real Estate INVESTMENT RELATED: No NUMBER OF HOURS: 4 SECURITIES TRADING HOURS: 0 START DATE: 01/02/2023 ADDRESS: PO BOX 5539, Cordele GA 31010, United States DESCRIPTION: Minimal activity - maintain the building and associated tasks involved with the single building. Business Name: INSPIRED WEALTH PLANNING POSI: President NOB: Insurance INV REL: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 03/08/2023 ADDRESS: 2021 Central Ave, Cordele GA 31015 DESC: Day to day management

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-02-22
S63 Uniform Securities Agent State Law Examination 1984-01-30
  • S65 Uniform Investment Adviser Law Examination
    1993-02-22
  • S63 Uniform Securities Agent State Law Examination
    1984-01-30
Other Names
  • Ricky Smith
  • Richard Emmett Smith

View on SEC IAPD

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