UPSTREAM Investment Partners, LLC
Symeon Amyx currently serves as an Administrative Assistant at Insurance Advisors Direct since January 2024. Prior to this role, Symeon held the position of Office Manager at UPSTREAM Investment Partners, LLC, beginning in July 2018 and continuing to the present. Additionally, Symeon was an Administrative Assistant at Clear Strategy from July 2019 to December 2023.
This person is not in any offices
UPSTREAM Investment Partners, LLC
Upstream Investment Partners, LLC is a privately owned, nationwide company created to provide an independent environment with an open architecture of platforms and products without proprietary situations. With all of the turmoil surrounding the financial services industry, it is even more important to be affiliated with an organization that is financially sound and provides an open investment platform, free from any conflicts of interest. Our select group of financial advisors make decisions in the best interest of their clients without corporate pressure. Upstream Investment Partners uses Sigma Financial Corporation, a member of FINRA and SIPC and a nine time winner of Broker/Dealer of the year, from Investment Advisor Fax Poll, as their Broker / Dealer. Sigma Financial will provide many services for Upstream IP, including back office support, due diligence and compliance oversight.