DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)11 years in industry

BERNARD JOHN LYNCH

Advisor at GOODMAN ADVISORY GROUP, LLC

NEEDHAM, MA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:f03bba58-bee7-83ff-5b88-5d00250e2de0

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 8:37 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 2
On other graphs: 0
Observed: Aug 4, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: GOODMAN ADVISORY GROUP, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jul 10, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63|S66
First exam: Jul 10, 2015
First registration: Aug 4, 2015
Dual registered: yes, broker-dealer
Other names: Bernard John Lynch|Bernard John Lynch|Bernard John Lynch|BERNIE JOHN LYNCH|BERNIE JOHN LYNCH
IAPD individual key: 5764980

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
GOODMAN ADVISORY GROUP, LLC	Independent wealth	Sep 9, 2025	n/a	yes	NEEDHAM, MA	Current employment
ARCADIA WEALTH MANAGEMENT, LLC	Independent wealth	Jul 9, 2024	Apr 7, 2025	no	MANCHESTER, NH\|Andover, MA	Previous registration
FIDELITY PERSONAL AND WORKPLACE ADVISORS	Former SEC adviser	Feb 16, 2024	Jun 11, 2024	no	MERRIMACK, NH	Previous registration
SHP WEALTH MANAGEMENT, LLC	Independent wealth	Apr 30, 2018	Aug 21, 2018	no	PLYMOUTH, MA	Previous registration
PEOPLE'S SECURITIES, INC.	Former SEC adviser	Nov 3, 2016	Nov 8, 2017	no	BRIDGEPORT, CT\|BRIDGEPORT, CT\|New York, NY	Previous registration
GERSTEIN FISHER	Former SEC adviser	Dec 28, 2015	Nov 29, 2016	no	NEW YORK, NY	Previous registration
EDELMAN FINANCIAL SERVICES, LLC	Former SEC adviser	Aug 4, 2015	Nov 24, 2015	no	NEEDHAM, MA\|FAIRFAX, VA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
ARCADIA WEALTH MANAGEMENT, LLC	GOODMAN ADVISORY GROUP, LLC	Apr 7, 2025	Sep 9, 2025	155	Firm change	RIA to RIA
FIDELITY PERSONAL AND WORKPLACE ADVISORS	ARCADIA WEALTH MANAGEMENT, LLC	Jun 11, 2024	Jul 9, 2024	28	Firm change	Ibd to RIA
SHP WEALTH MANAGEMENT, LLC	FIDELITY PERSONAL AND WORKPLACE ADVISORS	Aug 21, 2018	Feb 16, 2024	2,005	Firm change after gap	RIA to ibd
PEOPLE'S SECURITIES, INC.	SHP WEALTH MANAGEMENT, LLC	Nov 8, 2017	Apr 30, 2018	173	Firm change	Other
GERSTEIN FISHER	PEOPLE'S SECURITIES, INC.	Nov 29, 2016	Nov 3, 2016	-26	Firm change	Other
EDELMAN FINANCIAL SERVICES, LLC	GERSTEIN FISHER	Nov 24, 2015	Dec 28, 2015	34	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
118551:13704:NY:2016-11-23	Nov 29, 2016	Nov 3, 2016	NEW YORK, NY	Firm change

Relationships

Registered with (7)

→ GOODMAN ADVISORY GROUP, LLCRegistered adviserregistration: current employment
Sep 9, 2025 to presentfactForm ADV
→ ARCADIA WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Jul 9, 2024 to Apr 7, 2025factForm ADV
→ FIDELITY PERSONAL AND WORKPLACE ADVISORSRegistered adviserregistration: previous registration
Feb 16, 2024 to Jun 11, 2024factForm ADV
→ SHP WEALTH MANAGEMENT, LLCRegistered adviserregistration: previous registration
Apr 30, 2018 to Aug 21, 2018factForm ADV
→ PEOPLE'S SECURITIES, INC.Registered adviserregistration: previous registration
Nov 3, 2016 to Nov 8, 2017factForm ADV
→ GERSTEIN FISHERRegistered adviserregistration: previous registration
Dec 28, 2015 to Nov 29, 2016factForm ADV
→ EDELMAN FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Aug 4, 2015 to Nov 24, 2015factForm ADV

Dated events

Occurred
Apr 7, 2025
Advisor changed firm
Bernard John Lynch left Arcadia Wealth Management, Llc for Goodman Advisory Group, Llc (registered 2025-09-09)
Form ADVobserved 4 days ago
Occurred
Jun 11, 2024
Advisor changed firm
Bernard John Lynch left Fidelity Personal And Workplace Advisors for Arcadia Wealth Management, Llc (registered 2024-07-09)
Form ADVobserved 4 days ago