Michael J Lynch

Current Employers

Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

Authority	Category	Status	Date
NE	RA	APPROVED	2020-01-10

NE RA
APPROVED

Since 2020-01-10

Branch Locations

Geneva, NE • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Sagepoint Financial	Omaha	NE	04/2014	01/2020
Lpl Financial, Llc	Geneva	NE	01/2020	Present

04/2014 → 01/2020

Sagepoint Financial

Omaha, NE
01/2020 → Present

Lpl Financial, Llc

Geneva, NE

Previous Registrations

2014-05-02 → 2020-01-08

Osaic Services, Inc.

Omaha, NE

Geneva, NE
2012-09-07 → 2014-05-02

Equitable Advisors, Llc

Omaha, NE

Elkhorn, NE

Omaha, NE
2012-06-15 → 2012-07-26

Homan Wealth Advisors, Llc

Omaha, NE
2006-03-24 → 2007-08-29

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Omaha, NE
2000-03-17 → 2006-03-22

Equitable Advisors, Llc

Omaha, NE

Other Businesses

1. 03/22/2017 - LYNCH FINANCIAL/ NON-VARIABLE INSURANCE/ INVESTMENT RELATED/ 15%/ GENEVA, NE 2. 03/22/2017 - LYNCH FINANCIAL/ DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS)/ INVESTMENT RELATED/ 0%/ GENEVA, NE 3. 03/19/2024 - Creative One - Non-Variable Insurance - Investment Related - At Reported Business Location(s) - Start Date 01/02/2023 - 3 Hours Per Month/ 0.5 Hours During Trading

Exams

Code	Exam	Date
S63	Uniform Securities Agent State Law Examination	2012-08-27
S65	Uniform Investment Adviser Law Examination	2010-08-12

S63 Uniform Securities Agent State Law Examination

2012-08-27
S65 Uniform Investment Adviser Law Examination

2010-08-12

Other Names

Michael Lynch
Michael Lynch
M Jay Lynch

View on SEC IAPD