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RIA / WealthAdvisordual registered (broker-dealer)12 years in industry

Alexander Michael Lynch

Advisor at U.S. BANCORP ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71c12491-febd-7225-c7fa-600e166207c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 1
On other graphs: 0
Observed: Mar 12, 2015 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: U.S. BANCORP ADVISORS, LLC
Current firm class: broker-dealer affiliated wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Feb 13, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Exams: S66|S63|S65
First exam: Feb 13, 2014
First registration: Mar 12, 2015
Dual registered: yes, broker-dealer
Other names: Alex Lynch|Alex Michael Lynch
IAPD individual key: 5573426

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
U.S. BANCORP ADVISORS, LLC	Bd affiliated wealth	Feb 13, 2026	n/a	yes	Port Townsend, WA\|Tacoma, WA\|Bremerton, WA\|Port Angeles, WA\|Tacoma, WA\|Sequim, WA\|Poulsbo, WA\|Gig Harbor, WA	Current employment
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Jul 7, 2023	Feb 13, 2026	no	SAINT PAUL, MN\|Tacoma, WA\|Gig Harbor, WA\|Tacoma, WA\|Bremerton, WA\|Quilcene, WA\|Port Townsend, WA\|Port Angeles, WA\|Poulsbo, WA\|Sequim, WA	Previous registration
JARVIS FINANCIAL	Former SEC adviser	Nov 9, 2020	Jun 20, 2023	no	FEDERAL WAY, WA	Previous registration
U.S. BANCORP INVESTMENTS, INC.	Former SEC adviser	Apr 14, 2015	Oct 28, 2020	no	Seattle, WA\|Seattle, WA\|Tacoma, WA\|Gig Harbor, WA\|Tacoma, WA	Previous registration
MARTIN NELSON & CO., INC.	Independent wealth	Mar 12, 2015	Apr 23, 2015	no	SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
U.S. BANCORP INVESTMENTS, INC.	U.S. BANCORP ADVISORS, LLC	Feb 13, 2026	Feb 13, 2026	0	Bulk transfer	Ibd to ibd
JARVIS FINANCIAL	U.S. BANCORP INVESTMENTS, INC.	Jun 20, 2023	Jul 7, 2023	17	Firm change	RIA to ibd
U.S. BANCORP INVESTMENTS, INC.	JARVIS FINANCIAL	Oct 28, 2020	Nov 9, 2020	12	Firm change	Ibd to RIA
MARTIN NELSON & CO., INC.	U.S. BANCORP INVESTMENTS, INC.	Apr 23, 2015	Apr 14, 2015	-9	Firm change	Other

Relationships

Registered with (4)

→ U.S. BANCORP ADVISORS, LLCRegistered adviserregistration: current employment
Feb 13, 2026 to presentfactForm ADV
→ U.S. BANCORP INVESTMENTS, INC.Registered adviserregistration: previous registration
Jul 7, 2023 to Feb 13, 2026factForm ADV
→ JARVIS FINANCIALRegistered adviserregistration: previous registration
Nov 9, 2020 to Jun 20, 2023factForm ADV
→ MARTIN NELSON & CO., INC.Registered adviserregistration: previous registration
Mar 12, 2015 to Apr 23, 2015factForm ADV

Dated events

Occurred
Jun 20, 2023
Advisor changed firm
Alexander Michael Lynch left Jarvis Financial for U.S. Bancorp Investments, Inc. (registered 2023-07-07)
Form ADVobserved 5 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:71c12491-febd-7225-c7fa-600e166207c6
First observed: Mar 12, 2015
Last observed: Sep 15, 2026 5 days ago
Source families: Federal regulator filings
1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

Alexander Michael Lynch

Advisor at U.S. BANCORP ADVISORS, LLC

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:71c12491-febd-7225-c7fa-600e166207c6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:14 PM UTC and rebuilt at most every 15 minutes.