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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-04-05 |
Branch Locations
801 Park Ave, Winona Lake, IN 46590 • United States
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 |
|---|---|---|---|---|
| Comprehensive Asset Management & Servicing, Inc. | Parsippany | NJ | 06/2013 | 11/2016 |
| Shelton Financial Group | Fort Wayne | IN | 04/2013 | 11/2016 |
| Sym Financial Advisors | Fort Wayne | IN | 11/2016 | Present |
Business: Humane Fort Wayne Investment-related: Yes - Business Address: 4914 Hanna St, Fort Wayne, IN 46806 - Nature of Business: Charitable - Position: Member, Board of Directors- Start Date: 1/1/2021 - Hours/Month: 3 hours/month - Hours/Month During Securities Trading Hours: 1 hours/month - Duties: Attend board meetings.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-06 |
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