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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-12-02 |
Branch Locations
7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Fort Wayne | IN | 07/2016 | 08/2018 |
| Indiana University - Purdue University Fort Wayne | Fort Wayne | IN | 08/2013 | 05/2017 |
| Strategic Benefit Consultants, Inc | Fort Wayne | IN | 09/2017 | 08/2018 |
| Sym Financial Advisors | Fort Wayne | IN | 10/2022 | Present |
| Wealth Advisors Group | Fort Wayne | IN | 08/2018 | 10/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-18 |
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