Jeffrey Lindsey
How is this counted?
Counted from the earlier of the person's first job or first state securities exam on their SEC record (currently the Series 63, 65 or 66). The SIE, futures exams and earlier firm registrations are not counted. The count runs to the end of their latest job, or this year if a job is still open. It includes every employer listed, even outside investment work, and any gaps between jobs. The SEC record lists jobs held in about the last 10 years, so jobs that ended before then are not counted. Years are counted by calendar year, so the figure can run up to a year high. This is not a measure of skill or quality.
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Services the firm offers
These describe the firm as a whole, not only this advisor.
Experience
10 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Trunorth AdvisorsJul 2025 to now
- Equitable Advisors, LLCJul 2024 to Jul 2025
- Wells Fargo Securities, LLCApr 2023 to Jul 2024
- Wells Fargo Bank, NAJul 2022 to Apr 2023
- The Vanguard Group, IncJan 2022 to Jul 2022
- UnemployedSep 2021 to Dec 2021
- Village CafeMay 2021 to Aug 2021
- The Peddler SteakhouseSep 2017 to Dec 2017
- Appalachian State UniversityJan 2017 to Aug 2021
- Liberty University UniversityAug 2016 to Dec 2016
Exams passed
- Series 63 · Uniform Securities Agent State Law2022
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 1 state (SC).
Trunorth Advisors
Legal name: Resolute Capital, LLC
Official records
Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- 7472251
- 304558