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6605 Uptown Blvd. Ne Suite 370, Albuquerque, NM 87110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-06-30 |
| NM | RA | APPROVED | 2010-03-08 |
Branch Locations
6605 Uptown Blvd. Ne Suite 370, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steve Lynch Wealth Management | Albuquerque | NM | 03/2004 | Present |
| United Planners' Financial Services | Scottsdale | AZ | 03/2009 | Present |
| Steve Lynch Wealth Management | Albuquerque | NM | 04/2009 | 09/2025 |
| Write Book | Albuquerque | NM | 10/2021 | Present |
| Stephen C. Lynch | Albuquerque | NM | 04/2009 | Present |
| Steve Lynch Wealth Management | Albuquerque | NM | 06/1995 | Present |
1.) STEVE LYNCH WEALTH MANAGEMENT - OWNER/ PRESIDENT - AGENT/REP/ADVISOR - INSURANCE, FINANCIAL, AND ADVISORY SERVICES - ALBUQUERQUE, NM - SINCE 03/2004 - INVESTMENT RELATED 2.) WRITE BOOK - AUTHOR - WROTE A BOOK - ALBUQUERQUE, NM - SINCE 10/2021 - NOT INVESTMENT RELATED 3.) STEVE LYNCH WEALTH MANAGEMENT - PRESIDENT - DBA NAME FOR MARKETING PURPOSES ONLY - ALBUQUERQUE, NM - SINCE 12/2023 - INVESTMENT RELATED 4.) STEPHEN C. LYNCH - AGENT - NON-VARIABLE INSURANCE - ALBUQUERQUE, NM - SINCE 04/2009 - INVESTMENT RELATED 5.) STEVE LYNCH WEALTH MANAGEMENT - PRESIDENT - REGISTERED INVESTMENT ADVISOR - ALBUQUERQUE, NM - SINCE 06/1995 - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-04-24 |
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