Tana Holbrook Pennington

Employer firm

The Lynd Group Advisors, LLC CRD 169664

357 advisory clients

Reported services (Item 5G)

Portfolio management (individuals)
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

The Lynd Group Advisors, Llc

801 South Victoria Avenue Suite 105, Ventura, CA 93003 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-04-29
TX	RA	APPROVED	2022-04-29

CA RA
APPROVED

Since 2022-04-29
TX RA
APPROVED

Since 2022-04-29

Branch Locations

2201 Spinks Road Suite 249, Flower Mound, TX 75022 • United States

801 South Victoria Avenue Suite 105, Ventura, CA 93003 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
The Lynd Group Advisors, Llc	Ventura	CA	04/2022	Present
The Lynd Group Advisors, Llc	Ventura	CA	01/2014	Present
Independent Insurance Agent	Highland Village	TX	09/2014	Present

04/2022 → Present

The Lynd Group Advisors, Llc

Ventura, CA
01/2014 → Present

The Lynd Group Advisors, Llc

Ventura, CA
09/2014 → Present

Independent Insurance Agent

Highland Village, TX

Other Businesses

INDEPENDENT INSURANCE AGENT; INV REL; HEALTH & LIFE INSURANCE SALES AND SERVICES; START 09/2014; APPROX 48 HRS/MO; APPROX 48 HRS/MO DURING SECURITIES TRADING HRS.

Employer firm

Current Employers

The Lynd Group Advisors, Llc

Disclosures

Employment History

Other Businesses

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