Best Investors Account Sign in

Brian Robert Lynch

Equitable Advisors, LLC

Greenwood Village, CO

Claim This Profile
Current Employers
Equitable Advisors, Llc

1345 Avenue Of The Americas, New York, NY 10105 • United States

Current Registrations

AuthorityCategoryStatusDate
NM RA APPROVED 2026-01-30
CO RA APPROVED 2024-01-16
TX RA APPROVED 2017-07-05
  • NM RA
    APPROVED
    Since 2026-01-30
  • CO RA
    APPROVED
    Since 2024-01-16
  • TX RA
    APPROVED
    Since 2017-07-05

Branch Locations

5613 Dtc Parkway Suite 600, Greenwood Village, CO 80111 • 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
Grant Thornton Houston TX 09/2014 11/2016
Axa Advisors, Llc New York NY 12/2016 06/2020
Equitable Advisors, Llc New York NY 12/2016 Present
  • 09/2014 → 11/2016
    Grant Thornton
    Houston, TX
  • 12/2016 → 06/2020
    Axa Advisors, Llc
    New York, NY
  • 12/2016 → Present
    Equitable Advisors, Llc
    New York, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-28
S63 Uniform Securities Agent State Law Examination 2017-01-12
  • S65 Uniform Investment Adviser Law Examination
    2017-06-28
  • S63 Uniform Securities Agent State Law Examination
    2017-01-12
Other Names
  • Brian Lynch

View on SEC IAPD

Other Firms

DODDS WEALTH, LLC
MARSHALL INVESTMENT MANAGEMENT, LLC
AXS CAPITAL, LLC
MORGAN STANLEY
RBC CAPITAL MARKETS, LLC
LPL FINANCIAL LLC
WESTERN WEALTH MANAGEMENT LLC
CONCURRENT INVESTMENT ADVISORS, LLC

Other Investors

BRENNAN PAUL PATE
JOHN MICHAEL DODDS
Natalie Ford
DEANNA LEE MEYER
BRENT Allan LEE
Dean Edward Norsworthy
ANDREW T DODDS
DENNIS EDWARD MARSHALL

Other Offices

DODDS WEALTH, LLC · GREENWOOD VILLAGE, CO
MARSHALL INVESTMENT MANAGEMENT, LLC · GREENWOOD VILLAGE, CO
AXS CAPITAL, LLC · GREENWOOD VILLAGE, CO
MORGAN STANLEY · Greenwood Village, CO
RBC CAPITAL MARKETS, LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
LPL FINANCIAL LLC · GREENWOOD VILLAGE, CO
WESTERN WEALTH MANAGEMENT LLC · Greenwood Village, CO

More in Greenwood Village, CO

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor