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John E Lynch

Reciprocal Wealth, LLC

Medfield, MA

CRD 5353387

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Employer firm

Reciprocal Wealth, LLC CRD 342207

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Reciprocal Wealth, Llc

Medfield, MA • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-07-13
  • MA RA
    APPROVED
    Since 2026-07-13

Branch Locations

Medfield, MA • 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
Reciprocal Wealth, Llc Medfield MA 06/2026 Present
Tria Capital Partners, Llc Dallas TX 07/2022 12/2025
Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc) Newton MA 03/2019 02/2021
Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc) Newton MA 03/2017 02/2019
Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc) Newton MA 03/2015 02/2017
Unemployed Medfield MA 01/2026 05/2026
Unemployed Medfield MA 03/2021 06/2022
  • 06/2026 → Present
    Medfield, MA
  • 07/2022 → 12/2025
    Tria Capital Partners, Llc
    Dallas, TX
  • 03/2019 → 02/2021
    Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc)
    Newton, MA
  • 03/2017 → 02/2019
    Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc)
    Newton, MA
  • 03/2015 → 02/2017
    Rwa Wealth Partners, Llc (Fka Adviser Investments, Llc)
    Newton, MA
  • 01/2026 → 05/2026
    Unemployed
    Medfield, MA
  • 03/2021 → 06/2022
    Unemployed
    Medfield, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2026-03-03
  • S65 Uniform Investment Adviser Law Examination
    2026-03-03
Other Names
  • John E. Lynch

View on SEC IAPD

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