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2 Campus Boulevard Suite 106, Newtown Square, PA 19073 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-09-15 |
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 |
|---|---|---|---|---|
| United States Army | New Cumberland | PA | 08/2011 | Present |
| Lynch Investment Planning, Llc | Media Pa | PA | 09/2018 | Present |
Army Reserve Officer. Not investment-related. I began in December 2018 and I serve as a supervisor and trainer. I spend 16 hours per month on Army duties with two consecutive weeks over the summer.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-09-15 |
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