David Lynn Coonrod

Current Employers

Employment History

• 01/1997 → Present
  Financial Network Investment Corporation
  Rochester, IL
• 04/2016 → Present
  Kestra Advisory Services, Llc
  Chatham, IL
• 07/2003 → Present
  Kestra Investment Services, Llc
  Chatham, IL

Previous Registrations

• 1998-02-01 → 2003-07-08
  Cetera Wealth Services, Llc
  Rochester, IL

Other Businesses

Business Name: Coonrod & Associates, P.C. Investment Related: No Address: 450 N Main Chatham IL 62629 Nature of Business: Tax/Accounting/CPA Position, Title or Relationship: President Start Date: 1/1/1997 Hours per month: 11% - 20% (17 - 32 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Provide general oversight of accounting practice, engaging in some tax preparation and business consulting. Business Name: Coonrod Financial Group Investment Related: Yes Address: 450 N Main Plaza Chatham IL 62629 Nature of Business: Registered Rep Activities through Kestra Investment Services, LLC using a DBA name; Insurance Position, Title or Relationship: Owner/Principal Start Date: 1/1/1997 Hours per month: 91% - 100% (145 - 160 hours) Hours per month during trading hours: 91% - 100% (127 - 140 hours) Duties: Investment advice and money management Business Name: Trustee - Chatham Baptist Church Investment Related: No Address: 1500 N Walnut Chatham IL 62629 Nature of Business: Community/Charitable/Civic Volunteer (Non-Leadership Position) Position, Title or Relationship: Trustee Start Date: 1/1/2012 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Consult on business decisions impacting the church body as a whole. Business Name: Kestra Advisory Services, LLC Investment Related: Yes Address: 5707 Southwest Parkway Building 2, Suite 400 Austin TX 78735 Nature of Business: Investment Advisory services through Kestra Advisory Services, LLC Position, Title or Relationship: Investment Advisor Representative Start Date: 4/4/2016 Hours per month: Up to 100% (0 to 160 hours) Hours per month during trading hours: Up to 100% (0 to 160 hours) Duties: Investment advisory services Business Name: David Coonrod Investment Related: No Address: 6200 Abercromby Ridge Springfield IL 62711 Nature of Business: Other Other/None of the Above Musician Position, Title or Relationship: Musician Start Date: 1/1/1980 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Playing music Business Name: David Coonrod Investment Related: No Address: 6200 Abercromby Ridge Springfield IL 62711 Nature of Business: Real Estate Position, Title or Relationship: I am simply an investor Start Date: 1/1/2021 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Investor Business Name: APOLLO HOLDINGS, LLC POSITION: Owner/member NATURE: Real Estate INVESTMENT RELATED: Yes NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 1 START DATE: 01/13/2023 ADDRESS: 450 N Main Plaza, Chatham IL 62629 DESCRIPTION: I am primarily an investor, my partner, who is my son, handles all the property management.

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-01-20
• S63 Uniform Securities Agent State Law Examination
  1997-04-25

Other Names

• David Lynn Coonrod