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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-09-29 |
Branch Locations
801 Park Ave, Winona Lake, IN 46590 • United States
7030 Pointe Inverness Way #100,, Fort Wayne, IN 46804 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bethel University | Mishawaka | IN | 08/2020 | 01/2024 |
| Ymca | Fort Wayne | IN | 05/2017 | 07/2021 |
| Unemployed | Fort Wayne | IN | 05/2014 | 09/2018 |
| Sym Financial Advisors | Fort Wayne | IN | 02/2025 | Present |
| Summit Financial Group | Fort Wayne | IN | 05/2022 | 01/2025 |
| Northwestern Mutual Investment Services | Fort Wayne | IN | 05/2022 | 01/2025 |
Business: Mean 38 - Investment-related: No - Business Address: 5825 Peregrine Place APT 204, Fort Wayne, IN 46804 - Nature of Business: Musician - Position: Musician - Start Date: 8/11/2023 - Hours/Month: 8 hours/month - Hours/Month During Securities Trading Hours: 0 hours/year - Duties: Performs at numerous venues around Fort Wayne throughout the summer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-01-03 |
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