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RL

Raymond V. Lindsley

BAMBOO SECURITIES
NEW YORK, NY 10022
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CRD#: 1279932
RL

Professional summary


Raymond Victor Lindsley is a registered financial professional currently at BAMBOO SECURITIES, LLC located in New York, New York.

Raymond is registered as a RR (Registered Representative) and started their career in finance in 1984. Raymond has worked at 8 firms and has passed the Series 63, Series 7TO, SIE, Series 55, Series 7, Series 4, Series 24, Series 27, Series 53 and Series 8 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Raymond Victor Lindsley's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

January 1, 2025 - Present

BAMBOO SECURITIES, LLC

Office #1: 445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
BD
CRD#: 318434
NEW YORK, NY
Past

September 25, 2012 - June 17, 2014

BNY MELLON SECURITIES CORPORATION

BD
CRD#: 231
NEW YORK, NY
Past

November 9, 2009 - August 27, 2010

ITB SECURITIES, LLC

BD
CRD#: 132665
NEW YORK, NY
Past

May 16, 2002 - August 11, 2008

UST SECURITIES CORP.

BD
CRD#: 13906
JERSEY CITY, NJ
Past

October 27, 1995 - August 15, 2001

TD AMERITRADE, INC.

BD
CRD#: 7870
OMAHA, NE
Past

November 21, 1989 - September 13, 1994

G. R. PHELPS & CO., INC.

BD
CRD#: 173
Past

May 21, 1986 - March 5, 1987

NORTH AMERICAN INVESTMENT CORP.

BD
CRD#: 7568
Past

August 3, 1984 - May 28, 1986

INVEST FINANCIAL CORPORATION

BD
CRD#: 12984

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 1/25/2013
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7TO
Date: 12/31/2024
General Securities Representative Examination
General Industry/Product Exam
General Industry/Product Exam
RR
Series 55
Date: 1/9/2003
Limited Representative-Equity Trader Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
Principal/Supervisory Exam
RR
Series 8
Date: 10/14/1998
General Securities Sales Supervisor Examination (Options Module & General Module)
SRO Registrations
RR
FINRA

Current Firm


BS
BAMBOO SECURITIES, LLC
BAMBOO SECURITIES, LLC

CRD#: 318434 / SEC#: , 8-70899

BD
Broker-Dealer Firm Regulated by FINRA (New York district office)
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Contact information


Main Address
445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
Mailing Address
445 Park Ave 9th Floor, Suite 945, New York, NY, 10022
Phone number
(214) 396-4031
Established
Delaware since 08/16/2021
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
BAMBOO GLOBALPARENT
CHERNYAEVA, YULIANACEO5272530
LINDSLEY, RAYMOND VICTORCHIEF COMPLIANCE OFFICER1279932
SHUMBERG, IVANA MARCELLAFINANCIAL AND OPERATIONS PRINCIPAL3167225

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


BAMBOO SECURITIES, LLC

CRD#: 318434New York, NY 10022

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