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5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-22 |
Branch Locations
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2512 Horne St Suite 100, Fort Worth, TX 76107 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Principal Life Ins Co | Des Moines | IA | 07/1998 | Present |
| Princor Financial Services Corporation | Des Moines | IA | 09/1996 | 02/2023 |
| Symonds Wealth Management | Forth Worth | TX | 02/2018 | 02/2023 |
| Kestra Investment Services Llc | Fort Worth | TX | 02/2023 | Present |
| Kestra Advisory Services Llc | Fort Worth | TX | 02/2023 | Present |
***OUTSIDE INSURANCE, 01/06/2012, SELLING FIXED LIFE INSURANCE, FIXED ANNUITIES AND LONG TERM CARE INSURANCE, MEDICAL, DENTAL AND DISABILITY INSURANCE THROUGH VARIOUS CARRIERS. ***Daxcor LLC, Owner, 10/20/15. ***Office Building; Not Investment Related; 6500 W Freeway, #550, Fort Worth, TX 76116; Owner; Owns office building through Daxcor LLC. Recieves rent from tenants; Start Date: 04/01/2018; 2 hrs per month; 0 during trading hours. ***Go Sports Complex, LLC; Not Investment Related; Fort Worth, TX; Owner; Owner of youth and athletic facility with courts, tracks, etc.; Start Date: 01/01/2015; 0 hrs per month; 0 during trading hours. Business Name: SYMONDS WEALTH MANAGEMENT POSITION: RR NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 2512 Horne St, Suite 100, Fort Worth TX 76107 DESCRIPTION: RR Business Name: KESTRA ADVISORY SERVICES, LLC POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 02/13/2023 ADDRESS: 5707 Southwest Parkway, Building 2, suite 400, Austin TX 78735 DESCRIPTION: IAR Business Name: DAXCOR LLC POSITION: Co-owner/Member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 0 SECURITIES TRADING HOURS: 0 START DATE: 09/16/2015 ADDRESS: 9451 Marbella Dr, Fort Worth TX 76126 DESCRIPTION: Owner - I have no other duties
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-18 |
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