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Fort Worth, TX • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lindsey L33, Llc | Austin | TX | 06/2009 | Present |
| Lindsey Lee | Austin | TX | 09/2010 | Present |
| Thnk1994 | New York | NY | 05/2016 | Present |
| Ip Financial Advisory Services Llc | Charlotte | NC | 09/2022 | 02/2023 |
| Elevate Planning | Austin | TX | 08/2022 | Present |
| 9I Capital Group Llc | Crowley | TX | 02/2023 | Present |
1) Lindsey L33, LLC. Began: 06/2009.Not investment related. Owner and creative director. 2407 South Congress Avenue, Suite E #143, Austin, TX 78704. Boutique creative content house. 40 hours per month, generally not during trading hours.___ 2) Freelance Consultant. Began: 09/2010. Not investment related. 2407 South Congress Avenue, Suite E #143, Austin, TX 78704. Consulting, business and marketing. 10 hours per month.___ 3) THNK1994. Began: 05/2016. Not investment related. 91 Allen St. #20, New York, NY 10002. Creative director. 5 hours a month.___ 4) Elevate Planning. Began: 08/2022. Investment related. 2407 South Congress Avenue, Suite E #143, Austin, TX 78704. Director of operations. 40 hours a month. 5) Lindsey Blair Lee is Director of Operations at Elevate Planning; Is the business investment related: No; Location of the business: 300 Bowie Street Austin Texas 78703; Description of the business: cash flow coaching; Responsibilities Duties: managing day to day operations; Start date with business: 2022-08-01; Hours per month devoted to business during trading hours: 10;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-16 |
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