Russell Clay Lindsay

Current Employers

Employment History

• 08/2005 → Present
  Lindsay Financial Services Llp
  Ocala, FL
• 02/2005 → Present
  Real Investment Holdings, Llc
  Ocala, FL
• 07/2005 → Present
  Andrew J Semesco Foundation Inc
  Ocala, FL
• 02/2006 → 06/2018
  Rim Securities Llc
  New York, NY
• 02/2006 → 06/2018
  Symphonic Financial Advisors Llc
  New York, NY
• 07/2018 → Present
  Canopy 360 Wealth, Llc
  Ocala, FL

Previous Registrations

• 2006-02-14 → 2018-06-29
  Symphonic Financial Advisors Llc
  Ocala, FL
  New York, NY
  Ocala, FL
  Ocala, FL
• 2006-01-09 → 2006-06-22
  Avantax Advisory Services
  Ocala, FL

Other Businesses

NAME OF BUSINESS-REAL INVESTMENT HOLDINGS, LLC; INVESTMENT RELATED-YES; BUSINESS ADDRESS-2111 SE 25TH STREET, OCALA, FL 34471; NATURE OF BUSINESS-RESIDENTIAL RENTAL PROPERTY; POSITION-MANAGING PARTNER, MAJORITY OWNER; START DATE-2/23/2005; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-PARTNER; NAME OF BUSINESS-LINDSAY PROPERTY HOLDINGS, LLC; INVESTMENT RELATED-YES; BUSINESS ADDRESS-2111 SE 25TH STREET, OCALA, FL 34471; NATURE OF BUSINESS-COMMERCIAL VACANT LAND HOLDING COMPANY; POSITION-PARTNER; START DATE-5/29/2008; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-PARTNER; NAME OF BUSINESS-REAL PROPERTY 112, LLC; INVESTMENT RELATED-NO; BUSINESS ADDRESS-2111 SE 25TH STREET, OCALA, FL 34471; NATURE OF BUSINESS-COMMERCIAL OFFICE BUILDING OWNER; POSITION-PARTNER; START DATE-4/20/2016; HOURS PER MONTH-2; DURING TRADING HOURS-0; DUTIES-PARTNER; NAME OF BUSINESS-CANOPY 360 INSURANCE, LLC; INVESTMENT RELATED-NO; BUSINESS ADDRESS-112 E FT KING STREET, OCALA, FL 34471; NATURE OF BUSINESS-INSURANCE; POSITION- LIMITED PARTNER; START DATE-8/29/2017; HOURS PER MONTH-0; DURING TRADING HOURS-0; DUTIES-LIMITED PARTNER; NAME OF BUSINESS-REPU, LLC; INVESTMENT RELATED-NO; BUSINESS ADDRESS-112 E FT KING STREET, OCALA, FL 34471; NATURE OF BUSINESS-ONLINE REPUTATION MANAGEMENT SERVICE; POSITION-LIMITED PARTNER; START DATE-7/7/2017; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-LIMITED PARTNER; NAME OF BUSINESS-OCALA/MARION COUNTY CHAMBER & ECONOMIC PARTNERSHIP; INVESTMENT RELATED-NO; BUSINESS ADDRESS-OCALA, FL; NATURE OF BUSINESS-CHAMBER OF COMMERCE; POSITION-BOARD OF DIRECTOR; START DATE-3/2015; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-BOARD MEMBER; NAME OF BUSINESS-OCALA DOWNTOWN MARKET, INC.; INVESTMENT RELATED-NO; BUSINESS ADDRESS-OCALA, FL; NATURE OF BUSINESS-PUBLIC MARKET; POSITION-BOARD OF DIRECTOR; START DATE-10/2016; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-BOARD MEMBER; NAME OF BUSINESS-FIRST FEDERAL BANK; INVESTMENT RELATED-YES; BUSINESS ADDRESS-OCALA, FL; NATURE OF BUSINESS-BANK; POSITION-ADVISORY BOARD MEMBER; START DATE-1/2019; HOURS PER MONTH-1; DURING TRADING HOURS-0; DUTIES-ADVISORY BOARD MEMBER; NAME OF BUSINESS-JAMES MOORE & CO;INVESTMENT RELATED-NO;BUSINESS ADDRESS-112 EAST FORT KING STREET, OCALA, FL 34471;NATURE OF BUSINESS-ACCOUNTING FIRM;POSITION-PARTNER;START DATE-2021-11-01;HOURS DEVOTED TO BUSINESS DURING TRADING HOURS: 60;HOURS DEVOTED TO BUSINESS OUTSIDE TRADING HOURS: 20;PERCENTAGE OF TOTAL YEARLY COMPENSATION EXPECTED TO BE DERIVED FROM THE BUSINESS: 50;DUTIES: RELATIONSHIP MANAGEMENT LOVE YOUR FAMILY PROMISE, LLC; NOT INVESTMENT-RELATED; OCALA, FL; MANAGER AND MEMBER OF LLC; START DATE: 7/2024; APPROXIMATELY 1-3 HRS/MO OUTSIDE TRADING HRS; WILL OFFER COACHING MANAGERS, RESEARCH AND DEVELOPMENT STRATEGIES. ANGLETON MULTIFAMILY; INVESTMENT RELATED - YES; GENERAL PARTNER; 4 STADIUM DRIVE, ANGLETON, TX 77515 AND 300 WEST HENDERSON ROAD, ANGLETON, TX 77515; START DATE: 10/2025; 4 HOURS PER MONTH - ALL DURING TRADING HOURS; MANAGEMENT OF THE LLC THAT OWNS MULTIFAMILY HOUSING DEVELOPMENTS RYPL, LLC; INVESTMENT RELATED - YES; MANAGER; 104 SE 1ST AVENUE, OCALA, FL 34471; START DATE: 10/2025; 2 HOURS A MONTH ALL DURING TRADING HOURS; MANAGEMENT OF A REAL ESTATE HOLDING COMPANY

Exams

• S66 Uniform Combined State Law Examination
  2005-11-30