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Current Employers
Kestra Advisory Services, Llc

5707 Southwest Parkway Building 2, Suite 400, Austin, TX 78735 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2024-11-19
  • TX RA
    APPROVED
    Since 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

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy Yes
  • Civil judicial No
  • Bond No
  • Judgment / lien Yes
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 08/2016 → 05/2021
    Fidelity Brokerage Services, Llc
    Westlake, TX
  • 07/2018 → 05/2021
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 07/2021 → 12/2021
    American United Life
    Fort Worth, TX
  • 10/2021 → 12/2021
    Oneamerica Securities
    Fort Worth, TX
  • 12/2021 → 11/2024
    Cuso Financial Services, Lp
    San Diego, CA
  • 11/2024 → Present
    Kestra Investment Services, Llc
    Fort Worth, TX
  • 11/2024 → Present
    Fort Worth, TX
Previous Registrations
  • 2021-12-17 → 2024-11-18
    Cuso Financial Services, L.P.
    Fort Worth, TX
  • 2021-10-05 → 2021-12-20
    Indianapolis, IN
    Fort Worth, TX
  • 2018-07-13 → 2021-05-20
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2017-09-26 → 2018-07-13
    Westlake, TX
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-12-16
  • S66 Uniform Combined State Law Examination
    2016-12-16
Other Names
  • Barron Thomas Branch
  • Barron Branch
  • Barron T Branch

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