Stephen Michael Lynch

Current Employers

Employment History

• 05/1992 → Present
  #Ia Wellington Consulting Services, Inc.
  Chantilly, VA

Other Businesses

Individual has been President of Wellington Retirement Solutions, Inc. since January 1, 2015 which is investment-related insomuch as it engages in third-party recordkeeping for company retirement plans and is associated with the RIA entity, Wellington Consulting Services, Inc. Individual spends about 25 hours per month, including securities trading hours) as an officer and manager for Wellington Retirement Solutions, Inc. at its following address: Wellington Retirement Solutions, Inc. 936 Allamanda Drive Delray Beach FL 33483 Individual is also Sec/Treas. of Wellington Financial Group, Inc. since October 19, 1990 which is associated with Wellington Consulting Services, Inc. but is no longer investment-related. Individual spends a de minimus amount of time in related duties as a company officer. Other Business associations are as follows: Round Table Partners 14325 Willard Rd., Suite 104 Chantilly, VA 20151 Investment-related: No Business Type: Commercial Real Estate Holding/Management Position/Title Managing Partner since 1/1/1997 Hours/Month 0 CMT9, LLC 936 Allamanda Drive Delray Beach FL 33483 Investment-related: No Business Type: Residential Real Estate Holding/Management Position/Title Managing Partner since 10/10/2009 Hours/Month 10 Hornet Software, Inc. 936 Allamanda Drive Delray Beach FL 33483 Investment-related: No Business Type: Software Development Position/Title President since 8/7/2002 Hours/Month 160

Exams

• S65 Uniform Investment Adviser Law Examination
  1992-05-21
• S63 Uniform Securities Agent State Law Examination
  1981-12-07