AIF® (Accredited Investment Fiduciary®) is an educational designation only, obtained by the holder by completing the requisite coursework. The AIF Designation does not mean the holder is acting in a fiduciary capacity.
Dax Symonds is licensed in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, FL, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, and WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, Id, KS, KY, LA, ME, MD, Mi, MN, MO, MT, NE, NV, NH, NJ, NM, NY, NO, ND, Oh, OK, OR, PA, RI, SC, TN, TX UT, VT, VA, WA, WV, SI, WY and advisor registered in Texas.
Blake Rolls is licensed in AZ, CA, CO, CT, KS, LA, MA, ME, MS, NC, NH, NM, OK, TX, WY to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AL, AZ, AR, CA, CO, CT, FL, GE, IL, IA, KS, LA, MA, NE, NH, NM, NC, OH, OK, OR, TX, UT, WA, WY and advisor registered in Texas.
Casey Fry is licensed in TX to offer insurance products, and life insurance (including variable life), annuities (including variable annuities), and is securities registered in AK, FL, KS, LA, MO, NM, OK, TX, UT, WY and advisor registered in Texas.
This site is not a solicitation of interest in any of these products in any other state.
IMPORTANT CONSUMER INFORMATION: Dax Symonds, Blake Rolls and Casey Fry may only transact business in a particular state after licensure or satisfying qualifications requirements of that state, or only if they are excluded or exempted from the state's registration requirements. Follow-up, individualized responses to consumers in a particular state by Dax, Blake and Casey that involve either the effecting or attempting to effect transactions in securities or the rendering of personalized investment advice for compensation, as the case may be, shall not be made without first complying with the state's requirements, or pursuant to an applicable state exemption or exclusion. For information concerning the licensure status or disciplinary history of a broker-dealer, investment adviser, BD agent or IA representative or any financial institution they represents, contact your state securities law administrator.
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Securities offered through Kestra Investment Services, LLC, (Kestra IS), member FINRA / SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC, (Kestra AS) an affiliate of Kestra IS. Symonds Wealth Management is not affiliated with Kestra IS or Kestra AS. Symonds Wealth Management does not provide legal or tax advice.
This site is published for residents of the United States only. Registered Representatives of Kestra Investment Services, LLC and Investment Advisor Representatives of Kestra Advisory Services, LLC, may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for informaiton may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. Neither Kestra IS or Kestra AS provides legal or tax advice. For more information, please contact our compliance department at 844-5-KESTRA (844-553-7872).