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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United States Marine Corps | Camp Pendleton | CA | 01/2015 | 05/2017 |
| United States Marine Corps | Okinawa | 05/2017 | 11/2017 | |
| United States Marine Corps | Camp Pendleton | CA | 12/2017 | 06/2018 |
| United States Marine Corps | Jacksonville | NC | 06/2018 | 06/2020 |
| Johnson & Johnson | Warsaw | IN | 06/2020 | 03/2022 |
| Greencastle Consulting | Malvern | PA | 03/2022 | 10/2022 |
| Sym Financial Advisors | Winona Lake | IN | 10/2022 | Present |
| United States Marine Corps Forces Reserve | New Orleans | LA | 09/2020 | Present |
Business: United States Marine Corps - Investment-related: No - Business Address: 4401 Texas Avenue, Joint Base MDL, NJ 08640 - Nature of Business: Military - Position: Major, AH-1Z Pilot - Start Date: 8/20/2021 - Hours/Month: 20 hours/month - Hours/Month During Securities Trading Hours: 200 hours/year - Duties: Plan, direct, and execute training operations as an aviator in the United States Marine Corps Reserves.
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