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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 | 2015-05-26 |
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: Saginaw Valley State University Foundation - Investment-related: Yes - Business Address: 7400 Bay Rd, University Center, MI 48604 - Nature of Business: Charitable - Position: Member, Board of Directors - Start Date: 12/1/2015 - Hours/Month: 2 hours/month - Hours/Month During Securities Trading Hours: 8 hours/year - Duties: Attend Board meetings and investment committee meetings.
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