Maureen Lynch Brosnan

Current Employers

Roman Retirement Planning, Llc

35C South Street, Mashpee, MA 02649 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2022-07-12
MA	RA	APPROVED	2022-05-04

CA RA
APPROVED

Since 2022-07-12
MA RA
APPROVED

Since 2022-05-04

Branch Locations

35C South Street, Mashpee, MA 02649 • 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

Organization	City	State	From	To
Accenture	Boston	MA	07/1982	08/2019
Successful Wealth Strategies	Waverly	MA	08/2021	04/2022
Unemployed	Belmont	MA	09/2019	07/2021
Roman Retirement Planning, Llc	Mashpee	MA	04/2022	Present

07/1982 → 08/2019

Accenture

Boston, MA
08/2021 → 04/2022

Successful Wealth Strategies

Waverly, MA
09/2019 → 07/2021

Unemployed

Belmont, MA
04/2022 → Present

Roman Retirement Planning, Llc

Mashpee, MA

Previous Registrations

2022-02-14 → 2022-04-06

Successful Wealth Strategies, Llc

Canton, CT

Belmont, MA

Other Businesses

1) Real Estate: 5-7 Marion Road LLC Holdings include: 5-7 Marion Road, Belmont MA 02478 1680 Upper Ironhorse Loop, Unit D9, Park City Utah 84060 THE GENERAL CHARACTER OF THE BUSINESS OF THE LLC IS TO BUY, OWN, IMPROVE, OPERATE, DEVELOP, LEASE, SELL AND MANAGE REAL ESTATE; AND TO CARRY ON ANY LAWFUL BUSINESS, TRADE, PURPOSE OR ACTIVITY 2) Money Coaching: Brosnan Wealth Management. THE GENERAL CHARACTER OF THE BUSINESS IS TO PROVIDE INDIVIDUAL AND COUPLES WITH MONEY COACHING. THIS HELPS CLIENTS TO SOLVE COMMON PROBLEMS ASSOCIATED WITH MONEY CHOICES AND PATTERNS. 3) Maureen has her license to sell insurance products

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2021-03-09

S65 Uniform Investment Adviser Law Examination

2021-03-09

Other Names

Maureen M Lynch

View on SEC IAPD