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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2019-09-19 |
Branch Locations
7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • United States
801 Park Ave, Winona Lake, IN 46590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Fort Wayne | IN | 07/2011 | Present |
Business: Schwab Retirement Business Services Trust & Custody Advisory Board - Investment Related: Yes - Address: 3000 Schwab Way, Westlake TX, 76262 - Nature of Business: Advisory Board - Position: Advisory Board Member - Start Date: 1/1/2025 - Hours/Month: 1 - Hours/Month During Securities Trading Hours: 1 - Duties: Assist to develop, enhance, and generally deal with planned of existing Schwab products and services to better meet the needs of clients
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-19 |
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