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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2009-11-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Winona Lake | IN | 10/2000 | Present |
Business: Kosciusko County Community Foundation, Inc. - Investment-related: Yes - Business Address: 102 E. Market St., Warsaw, IN 46580 - Nature of Business: Charitable - Position: Member, Tracey Yeager Scholarship Fund Committee - Start Date: 3/1/2013 - Hours/Month: 5 hours/year - Hours/Month During Securities Trading Hours: 5 hours/year - Duties: Attend Committee meetings and review scholarship applications. Business: Kosciusko County Community Foundation, Inc. - Investment-related: Yes - Business Address: 102 E. Market St., Warsaw, IN 46580 - Nature of Business: Charitable - Position: Member, Tracey's Trails Scholarship Fund Committee - Start Date: 3/1/2013 - Hours/Month: 5 hours/year - Hours/Month During Securities Trading Hours: 5 hours/year - Duties: Attend Committee meetings and review scholarship applications. Business: Kosciusko County Community Foundation, Inc. - Investment-related: Yes - Business Address: 102 E. Market St., Warsaw, IN 46580 - Nature of Business: Charitable - Position: Member, Board of Directors & Chair, Finance Committee - Start Date: 10/1/2020 - Hours/Month: 5 hours/year - Hours/Month During Securities Trading Hours: 0 - Duties: Attend board and committee meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 2003-07-30 |
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