Lyndin Marie Simpson
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.
Contact this advisor
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
12 years since the first job or state securities exam on the SEC record. Counts all jobs listed.
- Stenger Family Office, LLCMar 2025 to now
- Hines Private Wealth Solutions LLCApr 2024 to Mar 2025
- Hines Securities IncNov 2023 to Mar 2024
- Eight Eleven Group dba MedasourceJan 2022 to Sep 2023
- University of Texas Medical BranchJun 2021 to Jan 2022
- Sharps Direct IncJan 2021 to Jun 2021
- HotworxJan 2019 to Dec 2019
- University of MississippiAug 2017 to Dec 2021
- George Ranch High SchoolApr 2014 to May 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2024
- Series 65 · Uniform Investment Adviser Law2025
State registrations
Registered as an investment adviser representative in 1 state (TX).
Stenger Family Office, 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.
- 7828490
- 325089