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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-05-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Alderfer Bergen & Co | Warsaw | IN | 06/2016 | 09/2016 |
| Blue And Co Llc | Indianapolis | IN | 06/2017 | 09/2017 |
| Blue And Co Llc | Indianapolis | IN | 06/2018 | 09/2020 |
| Wolverine Worldwide | Rockford | MI | 09/2020 | 03/2022 |
| Sym Financial Advisors | Winona Lake | IN | 03/2022 | Present |
| Ball State University | Muncie | IN | 09/2017 | 12/2017 |
| Ball State University | Muncie | IN | 09/2016 | 06/2017 |
| Unemployed | Muncie | IN | 01/2018 | 05/2018 |
Business: Cardinal Services - Investment-related: Yes - Business Address: 504 N. Bay Dr, Warsaw, IN 46580 - Nature of Business: Charitable - Position: Board Member, Treasurer - Start Date: 01/03/2023 - Hours/Month: 0.5 hours/month - Hours/Month During Securities Trading Hours: 0.5 hours/month - Duties: Attend board meetings, consult on finance matters, accounting
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-18 |
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