Adam Daniel Tolle

Current Employers

Employment History

• 02/2012 → 11/2023
  Byrt Cpas, Llc
  Waycross, GA
• 01/2018 → 10/2019
  1St Global Capital, Corp.
  Waycross, GA
• 01/2018 → 10/2019
  1St Global Advisors, Inc
  Waycross, GA
• 10/2019 → 11/2023
  Avantax Advisory Services
  Homerville, GA
• 10/2019 → 11/2023
  Avantax Investment Services, Inc.
  Homerville, GA
• 11/2023 → Present
  Kestra Investment Services, Llc
  Waycross, GA
• 11/2023 → Present
  Kestra Advisory Services, Llc
  Waycross, GA

Previous Registrations

• 2019-10-25 → 2023-11-16
  Avantax Advisory Services
  Irving, TX
• 2018-09-14 → 2019-10-25
  1St Global Advisors Inc
  Homerville, GA

Other Businesses

Bus Name: BYRT FINANCIAL ADVISORS, LLC POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 12/21/2017 ADDRESS: 102 Lee Ave., Waycross GA 31501 DESCRIPTION: Assist managing partner in the management of staff and the business in general, perform Advisory duties such as meeting with new and prospective clients and making investment recommendations. Initiating trades and generally servicing client accounts. Bus Name: TOLLE HOLDINGS, INC. POSITION: President - Sole Shareholder NATURE: Professional Corporation - Holding Company INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 10/16/2018 ADDRESS: 861 Woodlake, Dr., Homerville GA 31634 DESCRIPTION: All Management and administrative duties. Bus Name: CLINCH COUNTY BOARD OF ASSESSORS POSITION: Chairman NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 12/28/2017 ADDRESS: 25 Court Square, Suite D, Homerville GA 31634 DESCRIPTION: Oversight of tax assessor's policies, procedures, and valuation methods. Bus Name: CLINCH COUNTY LIONS CLUB POSITION: President & Treasurer NATURE: Board position (Board of Directors, Board of Trustees, etc.) INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 11/24/2021 ADDRESS: 861 Woodlake Dr., Homerville GA 31634 DESCRIPTION: Pay bills, deposit funds, keep ledger of member payments. Bus Name: CLINCH COUNTY TOUCHDOWN CLUB, INC. POSITION: Treasurer NATURE: Charitable Organization INVESTMENT RELATED: No # OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 08/17/2022 ADDRESS: 172 W. Dame Ave., Homerville GA 31634 DESCRIPTION: Pay bills, make deposits, keep a ledger of member payments. Bus Name: BYRT CPAS, LLC POSITION: Managing Partner NATURE: Tax/Accounting/CPA INVESTMENT RELATED: No # OF HOURS: 140 SECURITIES TRADING HOURS: 130 START DATE: 10/16/2018 ADDRESS: 102 Lee Ave., Waycross GA 31501 DESCRIPTION: Manage the day to day business operations, hire and fire staff members, prepare and review income tax returns and financial statements, perform special services relating to tax and accounting for clients as they arise. Bus Name: INSPIRED WEALTH PLANNING POSITION: Member NATURE: Insurance INVESTMENT RELATED: Yes, # OF HOURS: 80 SECURITIES TRADING HOURS: 65 START DATE: 03/06/2025 ADDRESS: 102 Lee Ave., Waycross GA 31501, United States DESCRIPTION: Provide investment advisory and planning services including the sale of life insurance.

Exams

• S66 Uniform Combined State Law Examination
  2018-09-13