This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

ROMAN RETIREMENT PLANNING, LLC

Current firm class

state registeredderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 1, 1982earliest registration or exam on IAPD

Years in industry

44derivedfrom the industry start date

Years at current firm

4derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

2

Exams

S65

First exam

Mar 9, 2021

First registration

Feb 14, 2022

Dual registered

no

Other names

Maureen M Lynch

IAPD individual key

7432055

• Occurred

  Apr 6, 2022
  Advisor changed firm

  Maureen Lynch Brosnan left Successful Wealth Strategies, Llc for Roman Retirement Planning, Llc (registered 2022-05-04)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:737bd977-8989-460e-9b3d-b44a75330341

First observed

Feb 14, 2022

Last observed

Sep 14, 2026 7 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.