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RIA / WealthAdvisorCertified Financial Planner|Personal Financial Specialist42 years in industry

GERMAINE G WELDON

Advisor at INSPIRED FINANCIAL PLANNERS

Hendersonville, NC

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Search this name across graphsid dfx:ria:a067fe0a-8a86-c175-931f-2f689d923984

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 12:13 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Mar 8, 2002 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: Sep 22, 1983earliest registration or exam on IAPD
Years in industry: 42derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 4
Designations: Certified Financial Planner|Personal Financial Specialist
Exams: S63|S66
First exam: Sep 22, 1983
First registration: Mar 8, 2002
Dual registered: no
Other names: GERMAINE G WELDON|GERMAINE GIANI MCDONNELL|GERMAINE MADELEINE GIANI
IAPD individual key: 1174447

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 19, 2019	n/a	yes	Hendersonville, NC	Current employment
AVL/WEALTHCARE, LLC	Former SEC adviser	Nov 5, 2003	Jan 28, 2019	no	GULFPORT, MS	Previous registration
C.J.M. ASSET MANAGEMENT, LLC	n/a	Aug 30, 2002	Oct 28, 2003	no	POMPTON LAKES, NJ	Previous registration
LOCUST STREET SECURITIES, INC.	n/a	Mar 8, 2002	Aug 30, 2002	no	OCEAN SPRINGS, 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
AVL/WEALTHCARE, LLC	INSPIRED FINANCIAL PLANNERS	Jan 28, 2019	Sep 19, 2019	234	Firm change	RIA to state RIA
C.J.M. ASSET MANAGEMENT, LLC	AVL/WEALTHCARE, LLC	Oct 28, 2003	Nov 5, 2003	8	Firm change	Other
LOCUST STREET SECURITIES, INC.	C.J.M. ASSET MANAGEMENT, LLC	Aug 30, 2002	Aug 30, 2002	0	Firm change	Other

Relationships

Registered with (4)

→ INSPIRED FINANCIAL PLANNERSRegistered adviserregistration: current employment
Sep 19, 2019 to presentfactForm ADV
→ AVL/WEALTHCARE, LLCRegistered adviserregistration: previous registration
Nov 5, 2003 to Jan 28, 2019factForm ADV
→ C.J.M. ASSET MANAGEMENT, LLCRegistered adviserregistration: previous registration
Aug 30, 2002 to Oct 28, 2003factForm ADV
→ LOCUST STREET SECURITIES, INC.Registered adviserregistration: previous registration
Mar 8, 2002 to Aug 30, 2002factForm ADV

Dated events

No dated event names this entity yet.