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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2013-02-08 |
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 |
|---|---|---|---|---|
| Sym Financial Advisors | Fort Wayne | IN | 09/2012 | Present |
Business: GW Management Group LLC - Investment-related: No - Business Address: 3435 Kirkwood Dr, Fort Wayne, IN 46805 - Nature of Business: Real Estate Management - Position: Partner - Start Date: 10/1/2002 - Hours/Month: 0 hours/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Maintains rental property. Business: Mary Cross Tippmann Foundation - Investment-related: Yes - Business Address: 9009 Coldwater Road, Fort Wayne, IN 46825 - Nature of Business: Charitable - Position: Member and Treasurer, Board of Directors; Member, Grants and Finance Committee Start Date: 1/1/2021(Grants and Finance Committee as of 1/1/24) - Hours/Month: 5 - Hours/Month During Securities Trading Hours: 2 hours/month - Duties: Attend Board and Committee Meetings, treasurer responsibilities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-10-01 |
| S63 | Uniform Securities Agent State Law Examination | 1996-01-15 |
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