Lindsay L Tran

Current Employers

Employment History

• 02/2020 → Present
  Gradient Securities, Llc
  Arden Hills, MN
• 06/2019 → Present
  Synergy Financial Group, Llc
  Lansing, MI
• 06/2018 → 06/2019
  Turner Insurance
  Harrisville, PA
• 08/2014 → 06/2018
  Gcc Safety
  Grove City, PA
• 01/2023 → Present
  Tranquility Wealth Management, Llc
  Hoit, MI

Other Businesses

1. Synergy Financial Group, LLC; Inv Related; 15485 Old US Highway 27, Lansing, MI 48906; Insurance; Insurance Agent; Start 07/2021; 24 hours per month; 24 hours during securities trading hours; sales of insurance and dba name used for securities/advisory services. 2. JW Wealth Management, LLC; Inv Related; 15485 Old US Highway 27, Lansing, MI 48906; Administrative; Office Manager; Start 08/2019; office manager. 3. Tranquility Wealth Management, Not Inv Related; 4155 Archwood Drive, Holt, MI 48820; Managing Member; LLC for business bank accounts; O hours per month/during trading hours; Start 01/2023; LLC created for tax purposes only. Not used marketing pruposes.

Exams

• S63 Uniform Securities Agent State Law Examination
  2021-06-30
• S65 Uniform Investment Adviser Law Examination
  2020-07-19

Other Names

• Lindsay Wing