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2 Campus Boulevard Suite 106, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-04-02 |
Branch Locations
2 Campus Boulevard Suite 106, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hoover Financial Advisors, Inc. | Malvern | PA | 12/2019 | 07/2021 |
| Perspective Financial Group, Llc | Berwyn | PA | 05/2016 | 12/2019 |
| Ace Hardware | Drexel Hill | PA | 05/2014 | 08/2017 |
| Agf Manufacturing | Malvern | PA | 12/2016 | 08/2018 |
| Saint Joseph'S University | Philadelphia | PA | 08/2016 | 05/2020 |
| Wealth Enhancement Advisory Services | Plymouth | MN | 07/2021 | 03/2024 |
| Wealth Enhancement Group | Malvern | PA | 07/2021 | 03/2024 |
| Lynch Investment Planning, Llc | Newtown Square | PA | 04/2024 | Present |
David Lynch; Investment-related; Private residence in Springfield, PA; Insurance sales; Licensed Insurance Agent; Start date: 6/22/23; 6 hours per month; 1.5/hours per month during securities trading hours; Insurance sales.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-03 |
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