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RIA / WealthAdvisorCertified Financial Planner12 years in industry

PATRICIA ANN KOLLATH

Advisor at INSPIRED FINANCIAL PLANNERS

GULFPORT, MS

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Search this name across graphsid dfx:ria:655fd8a9-3fd8-a2ef-2128-44d3ea5ae3b0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 7:59 PM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Jul 23, 2014 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: INSPIRED FINANCIAL PLANNERS
Current firm class: state registeredderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Apr 1, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 6derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Jul 1, 2014
First registration: Jul 23, 2014
Dual registered: no
Other names: Tricia ANN MOORE|Patricia Ann Moore|Trisha Kollath
IAPD individual key: 5512242

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
INSPIRED FINANCIAL PLANNERS	State registered	Sep 23, 2019	n/a	yes	GULFPORT, MS	Current employment
CLARK ASSET MANAGEMENT, LLC	Independent wealth	Apr 25, 2019	Mar 9, 2020	no	OCEAN SPRINGS, MS\|STRATHAM, NH	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 25, 2018	May 10, 2019	no	OCEAN SPRINGS, MS	Previous registration
AVL/WEALTHCARE, LLC	Former SEC adviser	Jul 23, 2014	Feb 14, 2018	no	GULFPORT, MS	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
CLARK ASSET MANAGEMENT, LLC	INSPIRED FINANCIAL PLANNERS	Mar 9, 2020	Sep 23, 2019	-168	Firm change after gap	RIA to state RIA
LPL FINANCIAL LLC	CLARK ASSET MANAGEMENT, LLC	May 10, 2019	Apr 25, 2019	-15	Firm change	RIA to RIA
AVL/WEALTHCARE, LLC	LPL FINANCIAL LLC	Feb 14, 2018	Jun 25, 2018	131	Firm change	Other

Relationships

Registered with (4)

→ INSPIRED FINANCIAL PLANNERSRegistered adviserregistration: current employment
Sep 23, 2019 to presentfactForm ADV
→ CLARK ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 25, 2019 to Mar 9, 2020factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 25, 2018 to May 10, 2019factForm ADV
→ AVL/WEALTHCARE, LLCRegistered adviserregistration: previous registration
Jul 23, 2014 to Feb 14, 2018factForm ADV

Dated events

No dated event names this entity yet.