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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-02-18 |
| MI | RA | APPROVED | 2014-06-05 |
Branch Locations
801 Park Ave, Winona Lake, IN 46590 • United States
414 Townsend Street Suite 202, Midland, MI 48640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Midland | MI | 01/2011 | Present |
Business: United Way of Midland County - Investment-related: Yes - Business Address: 115 Jerome Street, Midland, MI 48640 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 3/1/2017 - Hours/Month: 15 hours/year - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Attend Board meetings and investment committee meetings. Business: Midland Noon Rotary - Investment-related: Yes - Business Address: P.O. Box 2002 Midland, MI 48641 - Nature of Business: Charitable - Position: President - Start Date: 7/1/2026 - Hours/Month: 10 hours/year - Hours/Month During Securities Trading Hours: 5 hours/year - Duties: Serve as president of the club from July 1, 2026 to June 30, 2027. Strategic planning, chair board of directors, manage club meetings, committees, and goals. Report to the district governor and Rotary International. Oversee finances
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