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Austin Johnson Burrows

Sym Financial Advisors

Winona Lake, IN

Franklin, TN

CRD 4804359

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Employer firm

Sym Financial Advisors CRD 107517

$5.81B regulatory AUM 32 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-04-28
TN RA APPROVED 2025-09-17
  • IN RA
    APPROVED
    Since 2026-04-28
  • TN RA
    APPROVED
    Since 2025-09-17

Branch Locations

801 Park Ave, Winona Lake, IN 46590 • United States

3000 Meridian Boulevard #300, Franklin, TN 37067 • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination Yes
Employment History
OrganizationCityStateFromTo
Cigna Group / Healthspring Nashville TN 08/2008 07/2023
Clarify Health Brentwood TN 07/2023 09/2023
Better Health Group Brentwood TN 09/2023 05/2024
Sym Financial Advisors Franklin TN 07/2025 Present
Unemployed Brentwood TN 06/2024 06/2025
  • 08/2008 → 07/2023
    Cigna Group / Healthspring
    Nashville, TN
  • 07/2023 → 09/2023
    Clarify Health
    Brentwood, TN
  • 09/2023 → 05/2024
    Better Health Group
    Brentwood, TN
  • 07/2025 → Present
    Franklin, TN
  • 06/2024 → 06/2025
    Unemployed
    Brentwood, TN
Previous Registrations
  • 2009-02-20 → 2009-05-05
    Stephen Douglas Investment Advisory, Inc.
    Nashville, TN
    Nashville, TN
  • 2007-02-07 → 2007-10-30
    Capital Financial Services, Inc.
    Minot, ND
    Brentwood, TN
    Roseville, CA
    Franklin, TN
Other Businesses

Business: Team MWF - Investment-related: No - Business Address: 9627 Brunswick Drive, Brentwood, TN 37027 - Nature of Business: Medical Benefits Referral Program - Position: 1099 Contractor - Start Date: 5/25/2025 - Hours/Month: 1 hours/month - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Provide referrals from previous health care career experience to marketing/sales team of Team MWF for the purposes of selling Artificial Intelligence Revenue Cycle Management services to provider organizations and/or employee medical benefits programs.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-09-17
S63 Uniform Securities Agent State Law Examination 2005-05-26
  • S65 Uniform Investment Adviser Law Examination
    2025-09-17
  • S63 Uniform Securities Agent State Law Examination
    2005-05-26
Other Names
  • Burrows

View on SEC IAPD

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