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James Richard Lynch

Oliver Luxxe Assets LLC

Gladstone, NJ

Austin, TX

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Current Employers
Oliver Luxxe Assets Llc

10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-01-24
  • TX RA
    APPROVED
    Since 2018-01-24

Branch Locations

10 Lackawanna Ave Suite 9, Gladstone, NJ 07934 • United States

Austin, TX • 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
Oliver Luxxe Assets Llc Bedminster NJ 05/2014 Present
Purshe Kaplan Sterling Investments, Inc. Albany NY 05/2014 08/2019
2Rose1Sky Capital Llc Reno NV 09/2016 03/2017
  • 05/2014 → Present
    Oliver Luxxe Assets Llc
    Bedminster, NJ
  • 05/2014 → 08/2019
    Purshe Kaplan Sterling Investments, Inc.
    Albany, NY
  • 09/2016 → 03/2017
    2Rose1Sky Capital Llc
    Reno, NV
Previous Registrations
Other Businesses

INDEPENDENT INSURANCE AGENT; INVESTMENT RELATED; AUSTIN TEXAS

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-05-24
S63 Uniform Securities Agent State Law Examination 1986-08-29
  • S65 Uniform Investment Adviser Law Examination
    1996-05-24
  • S63 Uniform Securities Agent State Law Examination
    1986-08-29
Other Names
  • James Richar Lynch
  • James R Lynch

View on SEC IAPD

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Other Offices

GLACIER PEAK CAPITAL MANAGEMENT, LLC · GLADSTONE, NJ
PRIVATE CLIENT GROUP ASSET MANAGEMENT · GLADSTONE, NJ
CETERA INVESTMENT ADVISERS LLC · Gladstone, NJ
VENTURE INVESTMENT ASSOCIATES · PEAPACK, NJ
HORIZON FINANCIAL GROUP, INC. · FAR HILLS, NJ
WILLIAM EDWARD DURNAN · FAR HILLS, NJ
VICUS CAPITAL, INC. · Bedminster, NJ
LPL FINANCIAL LLC · BEDMINSTER, NJ

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