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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 1999-01-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Winona Lake | IN | 01/1997 | Present |
Business: 2nd Mile Missions - Investment-related: Yes - Business Address: P.O. Box 733, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Member, Board of Directors and Finance Committee - Start Date: 1/1/2018 - Hours/Month: 15 Hours/Year - Hours/Month During Securities Trading Hours: 15 Hours/Year - Duties: Attend Board and Committee meetings. Business: Grace College - Investment-related: Yes - Business Address: 1 Lancer Way, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Member, Investment Committee - Start Date: 2/20/2022 - Hours/Month: 4 Hours/Year - Hours/Month During Securities Trading Hours: 4 Hours/Year - Duties: Attend Committee meetings. Business: K21 Health Foundation - Investment-related: Yes - Business Address: 1101 Park Ave, Winona Lake, IN 46590 - Nature of Business: Charitable - Position: Board Member,Investment & Finance Committee - Start Date: 01/01/2023 - Hours/Month: 6 hours/month - Hours/Month During Securities Trading Hours: 4 hours/month - Duties: Attend meetings and serve on Investment & Finance Committee
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