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100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-10 |
Branch Locations
151 E. Main St., Lebanon, VA 24266 • United States
100 S. Ashley Drive Suite 830, Tampa, FL 33602 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lowes | Abingdon | VA | 08/2022 | 11/2022 |
| Amazon | Bristol | VA | 11/2022 | 02/2023 |
| Twin Valley High School / East Tennessee State University | Johnson City | TN | 12/2014 | 12/2023 |
| Northwestern Mutual | Johnson City | TN | 02/2023 | 01/2024 |
| Lindamood Financial Group | Lebanon | VA | 12/2024 | Present |
| Concurrent Investment Advisors, Llc | Tampa | FL | 12/2024 | Present |
| Lindamood Financial Group | Lebanon | VA | 04/2024 | 12/2024 |
Lindamood Financial Group, Investment Related: Yes, 151 E. Main St., Lebanon VA 24266, Non Owner of DBA under which advisory business is conducted, Position Financial Consultant, Start Date 12/5/2024, Approx hours/month 160, trading hours 140.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-30 |
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