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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-28 |
| TN | RA | APPROVED | 2025-09-17 |
Branch Locations
801 Park Ave, Winona Lake, IN 46590 • United States
3000 Meridian Boulevard #300, Franklin, TN 37067 • United States
1 disclosure category 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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cigna Group / Healthspring | Nashville | TN | 08/2008 | 07/2023 |
| Clarify Health | Brentwood | TN | 07/2023 | 09/2023 |
| Better Health Group | Brentwood | TN | 09/2023 | 05/2024 |
| Sym Financial Advisors | Franklin | TN | 07/2025 | Present |
| Unemployed | Brentwood | TN | 06/2024 | 06/2025 |
Business: Team MWF - Investment-related: No - Business Address: 9627 Brunswick Drive, Brentwood, TN 37027 - Nature of Business: Medical Benefits Referral Program - Position: 1099 Contractor - Start Date: 5/25/2025 - Hours/Month: 1 hours/month - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Provide referrals from previous health care career experience to marketing/sales team of Team MWF for the purposes of selling Artificial Intelligence Revenue Cycle Management services to provider organizations and/or employee medical benefits programs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2005-05-26 |
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