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Inactive

Andrew Gilbert Lynch

Peak Wealth Group LLC

Wake Forest, NC

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Current Employers
Peak Wealth Group Llc

4475 Us Hwy 1 South Suite 206, St. Augustine, FL 32086 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2016-05-16
  • NC RA
    APPROVED
    Since 2016-05-16

Branch Locations

3319 Heritage Trade Dr Suite 101, Wake Forest, NC 27587 • 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
OrganizationCityStateFromTo
Peak Wealth Group Llc St Augustine FL 05/2016 Present
Peak Brokerage Services, Llces, Llc Palm Beach Gardens FL 07/2015 08/2017
  • 05/2016 → Present
    Peak Wealth Group Llc
    St Augustine, FL
  • 07/2015 → 08/2017
    Peak Brokerage Services, Llces, Llc
    Palm Beach Gardens, FL
Previous Registrations
  • 2013-10-16 → 2014-12-22
    Signator Investors, Inc.
    Raleigh, NC
  • 2011-11-15 → 2012-05-17
    Waddell & Reed
    Raleigh, NC
Other Businesses

Capital Marketing Group: Assist Life Insurance Agents with Case Design and Estate Planning. Foundation for Legacy Planning: Assist Donors with their charitable planning and charitable gifts. Lynch Financial Consultants: Independent Financial Planning

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-11-14
  • S66 Uniform Combined State Law Examination
    2011-11-14
Other Names
  • Drew Lynch

View on SEC IAPD

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Other Offices

EDWARD JONES · Wake Forest, NC
G. A. REPPLE & COMPANY · WAKE FOREST, NC
ALTRIUS CAPITAL MANAGEMENT, INC. · WAKE FOREST, NC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Wake Forest, NC
EDWARD JONES · WAKE FOREST, NC
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · WAKE FOREST, NC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Wake Forest, NC
MOLOKAI INVESTMENT MANAGEMENT, LLC · WAKE FOREST, NC

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