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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 | 2024-11-19 |
Branch Locations
2512 Horne St Suite 100, Fort Worth, TX 76107 • United States
5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Fidelity Brokerage Services, Llc | Westlake | TX | 08/2016 | 05/2021 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2021 |
| American United Life | Fort Worth | TX | 07/2021 | 12/2021 |
| Oneamerica Securities | Fort Worth | TX | 10/2021 | 12/2021 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2021 | 11/2024 |
| Kestra Investment Services, Llc | Fort Worth | TX | 11/2024 | Present |
| Kestra Advisory Services, Llc | Fort Worth | TX | 11/2024 | Present |
Business Name: KESTRA ADVISORY SERVICES POSITION: IAR NATURE: Investment advisory services through Kestra Advisory Services, LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/18/2024 ADDRESS: 5707 Southwest Parkway, Building 2, Suite 400, Austin TX 78735, United States DESCRIPTION: IAR Business Name: SYMONDS WEALTH MANAGEMENT POSITION: Financial Advisor NATURE: Registered rep activities through Kestra Investment Services INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 130 START DATE: 11/18/2024 ADDRESS: 2512 Horne Street #100, Fort Worth TX 76107, United States DESCRIPTION: I provide financial advice including planning, securities solicitation, and investment management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-16 |
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