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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2008-01-17 |
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 |
|---|---|---|---|---|
| Sym Financial Advisors | Fort Wayne | IN | 10/2007 | Present |
Business: Wells County EMS Foundation - Investment-related: Yes - Business Address: 223 W. Washington St. Suite 101, Bluffton, IN 46714 - Nature of Business: Civic - Position: Chairman , Board of Directors - Start Date: 1/1/2015 - Hours/Month: 5 hours/year - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Attend Board meetings. Business: Huntington County Foundation - Investment-related: Yes - Business Address: 356 W. Park Dr., Huntington, IN 46750 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 1/1/2017 - Hours/Month: 20 hours/year - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Attends Board meetings and advises on grants. Business: Fort Wayne Museum of Art - Investment-related: Yes - Business Address: 311 E. Main St., Fort Wayne, IN 46802 - Nature of Business: Civic - Position: Member, Board of Directors, Investment Committee - Start Date: 1/1/2017 - Hours/Month: 2 hours/quarter - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Attend board and committee meetings. Business: The Wells County Foundation, Inc. - Investment-related: Yes - Business Address: 222 West Market Street, Bluffton, IN 46714 - Nature of Business: Charitable - Position: Member, Board of Directors, Finance Committee - Start Date: 1/1/2021 - Hours/Month: 3 hours/month - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Attend board and committee meetings.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-11 |
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