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Current Employers
Goodman Advisory Group, Llc

160 Gould St Suite 102, Needham, MA 02494 • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2025-09-09
  • MA RA
    APPROVED
    Since 2025-09-09

Branch Locations

160 Gould St Suite 102, Needham, MA 02494 • 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
OrganizationCityStateFromTo
Gerstein Fisher New York NY 12/2015 11/2017
Gfa Securities Llc New York NY 12/2015 11/2016
People's Securities, Inc. Bridgeport CT 11/2016 11/2017
Shp Wealth Management, Llc Plymouth MA 04/2018 07/2018
Unemployed New York NY 11/2017 04/2018
Shp Financial, Llc Plymouth MA 04/2018 07/2018
Unemployed Eastham MA 07/2018 10/2023
Fidelity Investments Merrimack NH 10/2023 06/2024
Arcadia Wealth Management, Llc Andover MA 07/2024 02/2025
Lpl Financial, Llc Needham MA 03/2025 Present
Goodman Advisory Group, Llc Needham MA 03/2025 Present
  • 12/2015 → 11/2017
    Gerstein Fisher
    New York, NY
  • 12/2015 → 11/2016
    Gfa Securities Llc
    New York, NY
  • 11/2016 → 11/2017
    People's Securities, Inc.
    Bridgeport, CT
  • 04/2018 → 07/2018
    Plymouth, MA
  • 11/2017 → 04/2018
    Unemployed
    New York, NY
  • 04/2018 → 07/2018
    Shp Financial, Llc
    Plymouth, MA
  • 07/2018 → 10/2023
    Unemployed
    Eastham, MA
  • 10/2023 → 06/2024
    Fidelity Investments
    Merrimack, NH
  • 07/2024 → 02/2025
    Andover, MA
  • 03/2025 → Present
    Lpl Financial, Llc
    Needham, MA
  • 03/2025 → Present
    Needham, MA
Previous Registrations
  • 2024-07-09 → 2025-04-07
    Andover, MA
    Manchester, NH
  • 2024-02-16 → 2024-06-11
    Fidelity Personal And Workplace Advisors
    Merrimack, NH
  • 2018-04-30 → 2018-08-21
    Plymouth, MA
  • 2016-11-03 → 2017-11-08
    People'S Securities, Inc.
    Bridgeport, CT
    Bridgeport, CT
    New York, NY
  • 2015-12-28 → 2016-11-29
    Gerstein Fisher
    New York, NY
  • 2015-08-04 → 2015-11-24
    Edelman Financial Services, Llc
    Needham, MA
    Fairfax, VA
Other Businesses

1)03/05/2025 - GOODMAN ADVISORY GROUP, LLC - DBA for LPL Business (entity for LPL business) - Inv Rel - At Reported Business Location(s) - Start date: 03/03/2025 2)07/01/2025 - Goodman Advisory Group LLC - Registered Investment Advisor Hybrid - Inv Rel - At Reported Business Location(s) - Start date: 03/05/2025 - 160 Hrs per month 130 hr during trading. I provide administrative support to Goodman Advisory Group, LLC, an independent investment advisor firm. I started this business activity in 03/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm¿s Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2024-01-30
S66 Uniform Combined State Law Examination 2015-07-10
  • S63 Uniform Securities Agent State Law Examination
    2024-01-30
  • S66 Uniform Combined State Law Examination
    2015-07-10
Designations
Other Names
  • Bernard John Lynch
  • Bernard John Lynch
  • Bernard John Lynch
  • Bernie John Lynch
  • Bernie John Lynch

View on SEC IAPD

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