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500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-04-24 |
Branch Locations
500 W Cypress Creek Road Suite 290, Fort Lauderdale, FL 33309 • United States
6 Drummond Place Suite 2, Red Bank, NJ 07701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cetera Advisors, Llc | Denver | CO | 08/2016 | 10/2019 |
| C2P Capital Advisory Group, Llc Dba Prosperity Capital Advisors | Westlake | OH | 10/2019 | 04/2026 |
| Mercap Securities, Llc | Paoli | PA | 12/2019 | 04/2020 |
| The Lynch Financial Group (D.b.a. For Advisory Business) | Red Bank | NJ | 09/2007 | Present |
| Kansas City Life | Kansas City | MO | 01/2021 | 09/2022 |
| Sound Income Strategies, Llc | Fort Lauderdale | FL | 04/2026 | Present |
1) Peter Lynch is a licensed insurance agent conducting business from his registered location. In this capacity, he may offer fixed insurance products including but not to limited life insurance, annuities, disability insurance, long term care insurance and Medicare supplements and receives normal and customary commissions as a result of any sales. In addition, he may receive other compensation such as fixed life trails. Peter Lynch spends approx. 33% of trading hours on this activity. 6 Drumond Place, Suite 2, Red Bank, NJ 07701. 2) Peter Lynch is the Owner of The Lynch Financial Group, LLC which is the operating entity for Mr. Lynch's advisory, insurance, and tax prep business and is the dba he uses to promote his advisory activities. ? Peter Lynch spends approx. 66% of trading hours on this activity. 6 Drumond Place, Suite 2, Red Bank, NJ 07701
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-01-29 |
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