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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 |
|---|---|---|---|
| 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
2700 Patriot Blvd Suite 420 [Satellite], Glenview, IL 60026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Glenview | IL | 05/2013 | Present |
LYNCH MCPEEK WEALTH MANAGEMENT LLC, INVT RELATED, GLENVIEW, IL, 45% OWNERSHIP, START DATE 6/26/2019, 0 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.; CO-TRUSTEE FOR LYNCH MCPEEK WEALTH MANAGEMENT 401K, INV RELATED, GLENVIEW, IL, START: 06/27/2019, 0 HRS/MONTH, 0 HRS DURING TRADING, FINET PRACTICE 401K.; CO-TRUSTEE FOR FATHER'S TRUST, INV RELATED, NORTHBROOK, IL, START: 11/3/2022, 2 HRS/MONTH, 2 HRS DURING TRADING.; CO-TRUSTEE FOR MOTHER, INV RELATED, NORTHBROOK, IL, START: 11/3/2022, 2 HRS/MONTH, 2 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 1983-06-10 |
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