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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-10-03 |
| MI | RA | APPROVED | 2025-10-03 |
Branch Locations
801 Park Ave, Winona Lake, IN 46590 • United States
414 Townsend St. #202, Midland, MI 48640 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Midland | MI | 03/2018 | 08/2020 |
| Edward Jones | Midland | MI | 08/2017 | 03/2018 |
| Edward Jones | Midland | MI | 06/2017 | 08/2017 |
| Central Michigan University | Mount Pleasant | MI | 08/2014 | 05/2017 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 09/2020 | 09/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 09/2025 |
| Sym Financial Advisors | Midland | MI | 09/2025 | Present |
Business: The Legacy Center for Community Success - Investment-related: Yes - Business Address: 2417 Abbot Road, Midland, MI 38642 - Nature of Business: Community Organization - Position: Board Member - Start Date: 7/1/2026 - Hours/Month: 1 Hours/Month - Hours/Month During Securities Trading Hours: 1 Hours/Month - Duties: Basic board member duties. Provide oversight and hold financial accountability of budget. Support leadership, fundraise, advocate.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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