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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-03-31 |
Branch Locations
7030 Pointe Inverness Way Suite 100, Fort Wayne, IN 46804 • United States
801 Park Ave, Winona Lake, IN 46590 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sym Financial Advisors | Fort Wayne | IN | 01/2014 | Present |
Business: Winthrop University Foundation - Investment-related: Yes - Business Address: 302 Tillman Hall, Rock Hill, SC 29733 - Nature of Business: Charitable - Position: Board Member - Start Date: 12/6/2019 - Hours/Month: 1 hour/year - Hours/Month During Securities Trading Hours: 1 hour/month - Duties: Attend board meeting.
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