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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-09-16 |
Branch Locations
9100 Keystone Crossing Suite 560, Indianapolis, IN 46240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charles Schwab & Co., Inc. | Indianapolis | IN | 09/2013 | 08/2020 |
| Schwab Private Client Investment Advisory | Indianapolis | IN | 06/2016 | 01/2019 |
| Sym Financial Advisors | Indianapolis | IN | 08/2020 | Present |
Business: Highlands Latin School - Investment-related: Yes - Business Address: 1010 E 126th St, Carmel, IN 46033 - Nature of Business: Religious - Position: Investment Committee Member - Start Date: 04/18/2022 - Hours/Month: 1 hours/month - Hours/Month During Securities Trading Hours: 0 hours/month - Duties: Attend committee meetings; provide advice/oversight concerning investments
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-14 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-13 |
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