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Ronald Patrick Patrick Lynch

Morgan Stanley

Burlingame, CA

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-05-23
TX RA APPROVED 2025-05-23
  • CA RA
    APPROVED
    Since 2025-05-23
  • TX RA
    APPROVED
    Since 2025-05-23

Branch Locations

216 Lorton Avenue Suite 200, Burlingame, CA 94010 • 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
Marquette University Milwaukee WI 08/2016 05/2017
Fidelity Brokerage Services Llc Burlingame CA 08/2017 09/2020
Ubs Financial Services, Inc. San Mateo CA 09/2020 05/2025
Morgan Stanley Smith Barney Llc Burlingame CA 05/2025 Present
Morgan Stanley Private Bank, N.A New York NY 06/2025 Present
  • 08/2016 → 05/2017
    Marquette University
    Milwaukee, WI
  • 08/2017 → 09/2020
    Fidelity Brokerage Services Llc
    Burlingame, CA
  • 09/2020 → 05/2025
    Ubs Financial Services, Inc.
    San Mateo, CA
  • 05/2025 → Present
    Morgan Stanley Smith Barney Llc
    Burlingame, CA
  • 06/2025 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-02-23
  • S66 Uniform Combined State Law Examination
    2018-02-23
Designations
Other Names
  • Ronald Patrick Lynch
  • Ronald Patrick Lynch
  • Patrick Lynch

View on SEC IAPD

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JACKSON WILLIAMS KEMPKER
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Other Offices

STRATEGIC ADVISERS LLC · BURLINGAME, CA
JARIS ASSET MANAGEMENT · BURLINGAME, CA
HOMEBREW VENTURES · BURLINGAME, CA
YK BIOVENTURES · BURLINGAME, CA
J.P. MORGAN SECURITIES LLC · BURLINGAME, CA
INDEPENDENCE SQUARE HOLDINGS, LLC · Burlingame, CA
REFACTOR CAPITAL MANAGEMENT, LLC · BURLINGAME, CA
POPLAR POINT CAPITAL MANAGEMENT LLC · BURLINGAME, CA

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