Charles David Lynam

Employer firm

Touchstone Advisors Inc CRD 107028

$31.1B regulatory AUM

Reported services (Item 5G)

Portfolio management (investment companies)
Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers

Touchstone Advisors Inc

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • United States

Current Registrations

Authority	Category	Status	Date
OH	RA	APPROVED	2018-02-09

OH RA
APPROVED

Since 2018-02-09

Branch Locations

Broomall, PA • United States

303 Broadway Suite 1100, Cincinnati, OH 45202-4203 • 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
Stadion Money Management	Watkinsville	GA	09/2015	02/2018
Alps Distributors, Inc.	Denver	CO	09/2015	02/2018
Touchstone Securities	Cincinnati	OH	02/2018	Present

09/2015 → 02/2018

Stadion Money Management

Watkinsville, GA
09/2015 → 02/2018

Alps Distributors, Inc.

Denver, CO
02/2018 → Present

Touchstone Securities

Cincinnati, OH

Previous Registrations

2016-08-29 → 2018-02-07

Stadion Money Management, Llc

Newton Square, PA

Watkinsville, GA

Broomall, PA

Other Businesses

Provide business-to-business marketing and solicitation activities to downstream intermediaries regarding Separately Managed Accounts and Model Portfolio Delivery options of select advisers contracted with Touchstone Securities. Approximately two hours per business week during trading hours, compensated via an override as percentage of management fee.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2016-08-29
S63	Uniform Securities Agent State Law Examination	2007-01-04

S65 Uniform Investment Adviser Law Examination

2016-08-29
S63 Uniform Securities Agent State Law Examination

2007-01-04

Other Names

Chas Lynam

View on SEC IAPD