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801 Park Ave, Winona Lake, IN 46590 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2021-03-26 |
Branch Locations
4215 Edison Lakes Parkway Suite 320, Mishawaka, IN 46545 • 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 |
|---|---|---|---|---|
| Korhorn Financial Group | Granger | IN | 01/2019 | 01/2021 |
| Everence | Goshen | IN | 05/2018 | 01/2019 |
| Sym Financial Advisors | Mishawaka | IN | 02/2021 | Present |
| Student | Mishawaka | IN | 01/2011 | 05/2018 |
Business: Rotary Club of South Bend - Investment-related: yes - Business Address: 120 S Doctor MLK Jr Blvd, South Bend, IN 46601 - Nature of Business: Civic Organization - Position: Foundation Chair - Start Date: 7/1/2025 - Hours/Month: 4 hours/month - Hours/Month During Securities Trading Hours: 12 hours/year - Duties: Attending meetings, and being a thought partner on investment and club giving.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-08-26 |
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