ML

Michael L. Longino

LYNCH & ASSOCIATES
St. Petersburg, FL 33701
Some features on this profile are disabled
CRD#: 4327203
ML

Professional summary


Michael Luther Longino is a registered financial professional currently at LYNCH & ASSOCIATES located in St. Petersburg, Florida.

Michael is registered as a RR (Registered Representative) and started their career in finance in 2001. Michael has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 6 and Series 26 exams.

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - BD


Click below to view Michael Luther Longino's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

November 2, 2006 - Present

LYNCH & ASSOCIATES

Office #1: 200 Central Ave. Suite 2210, St. Petersburg, FL 33701
RIA
BD
CRD#: 140762
St. Petersburg, FL
Past

April 4, 2001 - December 7, 2006

TBG FINANCIAL

BD
CRD#: 26984
LOS ANGELES, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
Alabama
(11/22/2006)
RR
Arkansas
(11/30/2006)
RR
California
(11/8/2006)
RR
Connecticut
(12/5/2006)
RR
Delaware
(11/8/2006)
RR
Florida
(11/8/2006)
RR
Georgia
(11/8/2006)
RR
Idaho
(11/8/2006)
RR
Illinois
(5/9/2019)
RR
Iowa
(11/18/2025)
RR
Maine
(7/23/2007)
RR
Maryland
(11/21/2006)
RR
Massachusetts
(11/8/2006)
RR
Minnesota
(11/22/2006)
RR
Missouri
(12/8/2006)
RR
New Jersey
(5/15/2024)
RR
New York
(11/10/2006)
RR
North Carolina
(11/22/2006)
RR
North Dakota
(10/30/2024)
RR
Pennsylvania
(12/6/2006)
RR
Rhode Island
(12/17/2020)
RR
South Carolina
(11/27/2006)
RR
Texas
(1/10/2007)
RR
Virginia
(5/6/2021)

Exams


State Security Law Exam
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


L&
LYNCH & ASSOCIATES
LYNCH & ASSOCIATES | WJ LYNCH INVESTOR SERVICES, LLC | WJ LYNCH INVESTOR SERVICES LLC

CRD#: 140762 / SEC#: , 8-67335

Massachusetts
Registered Investment Advisory firm - SEC (10/27/2006 Approved)
BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information


Main Address
535 Boylston St. Floor T2, Boston, MA 02116
Mailing Address
535 Boylston St. Suite T2, Boston, MA 02116
Phone number
(617) 247-7000
Established
Delaware since 02/06/2006
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees
10

FINRA licenses (24 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Direct owners and executive officers


NamePositionCRD#
WJL ASSOCIATES, INC.OWNER
LONGINO, MICHAEL LUTHERPRESIDENT4327203
LYNCH, WILLIAM JOSEPH IIICEO1060714
STULB, CHRISTOPHER CHARLESCCO/CFO/FINOP1676882

Red Flags


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Company Information


LYNCH & ASSOCIATES

CRD#: 140762St. Petersburg, FL 33701

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