DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Peter Charles Lynch
Feed of 09/14/2026
Also filed as Pete Lynch
At current firm
0 y
since Apr 24, 2026
In the industry
28 y
since Jan 29, 1998 (earliest exam, job or registration)
Prior registered firms
5
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S65, S63
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Sound Income Strategies, LLC independent RIA currentsince Apr 24, 2026 · Red Bank, Nj
- Prosperity Capital Advisors independent RIAOct 15, 2019 to Apr 23, 2026 · Westlake, Oh
- Cetera Advisors LLC formerAug 12, 2016 to Oct 9, 2019 · Red Bank, Nj
- Vsr Advisory Services formerJun 5, 2008 to Aug 11, 2016 · Red Bank, Nj
- Questar Asset Management, Inc. formerJun 22, 2006 to Jun 9, 2008 · Red Bank, Nj
- Usallianz Securities, Inc. unclassifiedMar 3, 2003 to Jul 24, 2006 · Red Bank, Nj
Moves
a registration end followed by a registration begin elsewhere
- Prosperity Capital Advisors to Sound Income Strategies, LLCleft Apr 23, 2026, registered Apr 24, 2026 (1 days) · RIA to RIA
- Cetera Advisors LLC to Prosperity Capital Advisorsleft Oct 9, 2019, registered Oct 15, 2019 (6 days) · Affiliated broker-dealer or bank to independent RIA
- Vsr Advisory Services to Cetera Advisors LLCleft Aug 11, 2016, registered Aug 12, 2016 (1 days) · channel change inside one enterprise, not a move
- Questar Asset Management, Inc. to Vsr Advisory Servicesleft Jun 9, 2008, registered Jun 5, 2008 (-4 days) · Other
- Usallianz Securities, Inc. to Questar Asset Management, Inc.left Jul 24, 2006, registered Jun 22, 2006 (-32 days) · Other
Signals
- Peter Charles Lynch left Prosperity Capital Advisors for Sound Income Strategies, Llc (registered 2026-04-24)Apr 23, 2026 · Advisor changed firm · fact
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 28derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address