Jerald A. Milenbach
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Jerald Alan Milenbach was a registered financial professional .
Jerald is a previously registered financial professional and started their career in finance in 2015. Jerald had worked at 1 firm and has passed the Series 63, SIE and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
August 13, 2015 - July 22, 2019
LYNX CAPITAL, LLC
State Registrations and Notice Filings
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Visual representation of state registrations
Exams
Current Firm
LYNX CAPITAL, LLC
CRD#: 137178 / SEC#: , 8-67068
Contact information
FINRA licenses (3 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| DEUTZ, THEODORE JOHN | PRESIDENT/CCO | 2333618 |
| MORGAN, WILLIAM ARTHUR | FINOP |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
