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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2018-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Winona Lake | IN | 10/2018 | Present |
| Zimmer Biomet | Warsaw | IN | 07/2012 | 10/2018 |
Business: Warsaw Education Foundation - Investment-related: Yes - Business Address: 1 Administration Drive, Warsaw MI 46580 - Nature of Business: Charitable - Position: Member, President - Start Date: 08/01/2021 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 2 hours/month - Duties: Support academic programs and recognize academic excellence in Warsaw Community Schools; committee member to help determine grant awards
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-04 |
| S66 | Uniform Combined State Law Examination | 2002-07-17 |
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