Donald Dennis Lynch

Current Employers

Commonwealth Financial Network

275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED_RES	2026-03-23
FL	RA	APPROVED	2024-02-01
CT	RA	APPROVED	2017-01-04
VA	RA	APPROVED	2008-08-18

TX RA
APPROVED_RES

Since 2026-03-23
FL RA
APPROVED

Since 2024-02-01
CT RA
APPROVED

Since 2017-01-04
VA RA
APPROVED

Since 2008-08-18

Branch Locations

Lakewood Ranch, FL • United States

13800 Coppermine Rd 3Rd Floor, Herndon, VA 20171 • United States

26 Broadway, North Haven, CT 06473 • United States

1990 Main Street Suite 750, Sarasota, FL 34236 • 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
Commonwealth Equity Services, Inc.	Reston	VA	05/1995	Present
Wealthport, Llc	Raleigh	NC	05/1995	Present

05/1995 → Present

Commonwealth Equity Services, Inc.

Reston, VA
05/1995 → Present

Wealthport, Llc

Raleigh, NC

Other Businesses

1.WEALTHPORT, LLC - FIXED INSURANCE SALES. CONDUCTED AT BRANCH OFFICE. LESS THAN 1 HOUR PER WEEK, INVESTMENT-RELATED. INSURANCE LICENSED SINCE 5/1995. 2. WEALTHPORT, LLC - PRESIDENT AND CO-OWNER OF PRIVATE ENTITY CREATED FOR OPERATING SECURITIES BUSINESS; INVESTMENT RELATED 3. THE INSURANCE EXCHANGE. FIXED INSURANCE SALES. INVESTMENT RELATED, NOT AT BRANCH LOCATION.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2008-08-13
S63	Uniform Securities Agent State Law Examination	1985-08-14

S66 Uniform Combined State Law Examination

2008-08-13
S63 Uniform Securities Agent State Law Examination

1985-08-14

Other Names

Donald Dennis Lynch

View on SEC IAPD