Julie Anne Lynch

Current Employers

Lpl Financial Llc

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

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2024-09-19
TX	RA	APPROVED	2024-09-19

CA RA
APPROVED

Since 2024-09-19
TX RA
APPROVED

Since 2024-09-19

Branch Locations

301 N. Mcdowell Blvd., Petaluma, CA 94954 • United States

3033 Cleveland Ave. Ste. 100, Santa Rosa, CA 95403 • United States

Windsor, CA • 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
Cuso Financial Services, Lp	San Diego	CA	08/2014	09/2024
Redwood Credit Union	Santa Rosa	CA	08/2014	Present
Lpl Financial Llc	Santa Rosa	CA	09/2024	Present

08/2014 → 09/2024

Cuso Financial Services, Lp

San Diego, CA
08/2014 → Present

Redwood Credit Union

Santa Rosa, CA
09/2024 → Present

Lpl Financial Llc

Santa Rosa, CA

Previous Registrations

2014-08-26 → 2024-09-18

Cuso Financial Services, L.P.

Ukiah, CA

Santa Rosa, CA

Windsor, CA

Cloverdale, CA

Petaluma, CA
2012-11-30 → 2014-08-20

J.P. Morgan Securities Llc

Ukiah, CA

Santa Rosa, CA

Cloverdale, CA

Other Businesses

1- 09/19/2024 - Real Estate Rental / Investment Related- Rental Property / Ukiah, CA/ Owner and Landlord/ 0 hours/ 0 hours - Start Date 02/2016 2- 09/19/2024 - Redwood Wealth Management. - DBA for LPL Business (entity for LPL business) - Investment Related - At Reported Business Location(s)

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2012-11-28
S63	Uniform Securities Agent State Law Examination	2012-05-22

S66 Uniform Combined State Law Examination

2012-11-28
S63 Uniform Securities Agent State Law Examination

2012-05-22

Other Names

Julie A Nix
Julie Anne Nix

View on SEC IAPD