LG
Lindsey P. Gresham
BALEFIRE
Ridgeland, MS 39157
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CRD#: 6548586
LG
Professional summary
Lindsey Pate Gresham is a registered financial advisor currently at BALEFIRE, LLC located in Ridgeland, Mississippi and INTEGRITY ALLIANCE, LLC. located in Ridgeland, Mississippi.
Lindsey is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2021. Lindsey has worked at 4 firms and has passed the Series 66, Series 7TO and SIE exams.
Question & Answer
Are you a "fiduciary"?
Yes
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.
1) CSENGE ADVISORY GROUP POSITION: Csenge is the RIA for Navitas NATURE: Csenge is the RIA for Navitas Wealth Advisors INVESTMENT RELATED: Yes NUMBER OF HOURS: 100 SECURITIES TRADING HOURS: 80 START DATE: 01/09/2023 ADDRESS: 4755 E Bay Dr, Clearwater FL 33764, United States DESCRIPTION: I am an investment support person for Navitas and Csenge is the RIA.
CRS (Client Relationship Summary) - RIA
Click below to view Lindsey Pate Gresham's 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®
NoneExperience
Current
April 1, 2025 - Present
BALEFIRE, LLC
Office #1: 213 Draperton Drive Suite B, Ridgeland, MS 39157RIA
CRD#: 168733
Ridgeland, MS
Current
November 3, 2025 - Present
INTEGRITY ALLIANCE, LLC.
Office #1: 213 Draperton Drive Suite A, Ridgeland, MS 39157RIA
BD
CRD#: 139627
Ridgeland, MS
Past
January 9, 2023 - March 31, 2025
CSENGE ADVISORY GROUP, LLC
RIA
CRD#: 131167
Ridgeland, MS
Past
October 8, 2021 - November 3, 2025
LION STREET FINANCIAL, LLC
BD
CRD#: 165828
Ridgeland, MS
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
IAR
Mississippi(4/1/2025)
RR
Mississippi(11/3/2025)
Exams
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 10/8/2021
General Securities Representative ExaminationGeneral Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
BL
BALEFIRE, LLC
401K FOR ME | WEALTHBRIDGE | VPAG LLC | VISIONPOINT GROUP, LLC | VISIONPOINT ADVISORY GROUP, LLC | VISIONPOINT ADVISORY GROUP | VISIONPOINT 3D SOLUTIONS | VISIONPOINT | UNITED WEALTH MANAGEMENT | TEXAS PRIVATE WEALTH | STAHR, MATTHEW G | ROCKWAY WEALTH PARTNERS | NAVITAS WEALTH ADVISORS | MAKE WAY WEALTH MANAGEMENT | FUSE PARTNERS, LLC | FUSE PARTNERS GROUP LLC | FUSE PARTNERS | FIVE TALENTS FINANCIAL MANAGEMENT GROUP | FIVE TALENTS ADVISORY | DELSA WEALTH MANAGEMENT | CASTLE FINANCIAL | BALEFIRE, LLC | BALEFIRE
CRD#: 168733 / SEC#: 801-78506
RIA
Registered Investment Advisory firm - (1/8/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
14221 Dallas Parkway Suite 100, Dallas, TX 75254
Mailing Address
Phone number
(972) 361-1001
Established
Firm type
Fiscal year end
# of Employees
36
SEC notice filing (25 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,527 |
| AUM (Assets Under Management) | $ 1,236,940,085 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
BALEFIRE, LLC
CRD#: 168733Ridgeland, MS 39157TRUST BUT VERIFY
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