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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-08-10 |
| TX | RA | APPROVED_RES | 2013-05-22 |
| IL | RA | APPROVED | 2013-05-17 |
Branch Locations
8625 Tam 8625 Tamiami Trail N. 4Th Floor, Naples, FL 34108 • United States
Bonita Springs, FL • United States
Glenview, IL • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Glenview | IL | 05/2013 | Present |
RENTAL PROPERTY, INV RELATED, NAPLES, FL, 100% OWNERSHIP WITH SPOUSE, START 4/1/2017, 1 HOUR PER MONTH, ZERO DURING TRADING, LANDLORD.; LYNCH MCPEAK WEALTH MANAGEMENT, INV RELATED, GLENVIEW, IL, 55% OWNERSHIP, START: 6/27/2019, 2 HRS/MONTH, 2 HRS DURING TRADING, FINET PRACTICE.; TRUSTEE FOR THE LYNCH MCPEAK WEALTH MANAGEMENT DPB AND 401K, INV RELATED, GLENVIEW, IL, START: 6/27/2019, 2 HRS/MONTH, 2 HRS DURING TRADING, FINET PRACTICE DBP AND 401K. RENTAL PROPERTY, INV RELATED, BONITA SPRINGS, FL, 100% OWNERSHIP, START 11/9/2022, 0 HOUR PER MONTH, 0 DURING TRADING, LANDLORD. LYNCH MCPEEK 3.0, LLC; INV RELATED;BONITA SPRINGS,FL; LLC;100% OWNERSHIP; START DATE: 04/03/2026; 1 HRS PER MONTH; 1 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-29 |
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