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Adam Robert Cash

Sym Financial Advisors

Indianapolis, IN

Winona Lake, IN

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Current Employers
Sym Financial Advisors

801 Park Ave, Winona Lake, IN 46590 • United States

Current Registrations

AuthorityCategoryStatusDate
IN RA APPROVED 2026-02-03
  • IN RA
    APPROVED
    Since 2026-02-03

Branch Locations

9100 Keystone Crossing #560, Indianapolis, IN 46240 • United States

801 Park Ave, Winona Lake, IN 46590 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Full-Time Student N/A IN 01/2016 05/2022
Credent Wealth Management Auburn IN 06/2022 05/2023
Sym Financial Advisors Indianapolis IN 06/2023 Present
  • 01/2016 → 05/2022
    Full-Time Student
    N/A, IN
  • 06/2022 → 05/2023
    Credent Wealth Management
    Auburn, IN
  • 06/2023 → Present
    Sym Financial Advisors
    Indianapolis, IN
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-27
  • S65 Uniform Investment Adviser Law Examination
    2022-05-27
Designations

View on SEC IAPD

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