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Redlands, CA • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-17 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clarity Tax Advisors, Inc | Redlands | CA | 08/2015 | Present |
| Lindsey Financial Inc. | Redlands | CA | 11/2013 | 01/2020 |
| Clarity Advisors Group, Inc. | Redlands | CA | 03/2020 | Present |
JEREMY LINDSEY ENGAGES IN SELLING LIFE INSURANCE AND ANNUITIES AS A SOLE PROPRIETOR. THIS BUSINESS IS ACTIVE AS OF JULY 1, 2020. THIS BUSINESS IS LOCATED AT 1650 LIV COURT, REDLANDS, CA 92374. APPROX 15 HOURS PER WEEK IS COMMITTED TO THIS ACTIVITY. THIS ACTIVITY IS NOT INVESTMENT-RELATED. JEREMY LINDSEY OWNS CLARITY TAX ADVISORS, INC AND IS INVOLVED IN TAX PREPARATION, TAX PLANNING AND CONSULTING, BOOKKEEPING, ACCOUNTING AND BUSINESS CONSULTING. JEREMY OWNS THIS BUSINESS 100% AND HAS BEEN ENGAGED IN THIS ACTIVITY SINCE NOVEMBER 2017. APPROX 15 HOURS PER WEEK IS COMMITTED TO THIS ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-11-14 |
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