John Koshy

Current Employers

Symphony Retirement Partners Llc

1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2021-10-05
TX	RA	APPROVED	2019-04-04

NY RA
APPROVED

Since 2021-10-05
TX RA
APPROVED

Since 2019-04-04

Branch Locations

1 Chisholm Trail Bldg 1, Suite 450, Round Rock, TX 78681 • 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

Organization	City	State	From	To
Lincoln Financial Advisors	Round Rock	TX	11/2004	04/2019
Symphony Retirement Partners Llc	Round Rock	TX	01/2019	Present

11/2004 → 04/2019

Lincoln Financial Advisors

Round Rock, TX
01/2019 → Present

Symphony Retirement Partners Llc

Round Rock, TX

Previous Registrations

2005-03-04 → 2019-04-04

Osaic Fa, Inc.

Atlanta, GA

Newton Highlands, MA

Waltham, MA

Virginia Beach, VA

Round Rock, TX

Other Businesses

Name and address: John Koshy, 1543 Weiskopf Loop, Round Rock, TX Category: Insurance Investment-Related: Yes Title: Agent Duties: offers accident insurance, health insurance, commission based group benefits, disability insurance, fixed/indexed annuities, long term care insurance and traditional life insurance products. Start Date: 6/2017 Hours per month: 10 Hours per month during trading hours: 0

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2005-03-02
S63	Uniform Securities Agent State Law Examination	2000-03-30

S65 Uniform Investment Adviser Law Examination

2005-03-02
S63 Uniform Securities Agent State Law Examination

2000-03-30

View on SEC IAPD