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1001 Bannock St. #436, Denver, CO 80204 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-12 |
| CA | RA | APPROVED | 2023-08-07 |
| CO | RA | APPROVED | 2023-07-25 |
Branch Locations
1001 Bannock St. #436, Denver, CO 80204 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wealth Watch Advisors | Englewood | CO | 02/2021 | 09/2023 |
| Open Sail Financial, Llc | North Hollywood | CA | 02/2021 | 07/2023 |
| Cascade Financial Technology | Chatsworth | CA | 02/2014 | 02/2017 |
| Viking River Cruises | Catskill | CA | 03/2017 | 01/2021 |
| Lynch Financial Group Llc | Westminster | CO | 03/2023 | Present |
1. Mr. Lynch offers fixed life and annuity products to clients and prospects. Mr. Lynch offers these services as an independent contractor basis for each insurance company he represents. All activity is conducted from Mr. Lynch's office and he spends apx. 30 hours a week in this activity. Lynch Financial Group, LLC is the business entity that Mr. Lynch markets and promotes both his advisory activities as well as his fixed insurance activity. 2. Mr. Lynch also conducts medical/Medicare insurance sales. Investment Related. 2757 barry st camarillo California 93010 United States. Working part time outside of Lynch Financial Group selling medical insurance. Start Date: 11/2023. He spends approx 80 hours a week outside of hour trading hours on this activity.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
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