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Registered advisor
A•• G•••••
Feed of 09/14/2026
Also filed as Amy Lynch
At current firm
4 y
since Aug 16, 2022
In the industry
39 y
since Sep 1, 1987 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
2
current, as an IAR
Firms today
1
current registrations
Exams
S66, 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
- M•••••• L••••• P•••••• F••••• • S•••• I••••••••• wirehouse currentsince Aug 16, 2022 · Burlington, Ma
- C••••••• S••••••••• I••• BD affiliatedSep 29, 2021 to May 9, 2022 · Woburn, Ma
- F••••••• P••••••• A•• W•••••••• A••••••• formerFeb 14, 2019 to Jul 9, 2021 · Framingham, Ma
- S•••••••• A••••••• L•• national BDNov 22, 2004 to Dec 31, 2014 · Burlington, Ma
Moves
a registration end followed by a registration begin elsewhere
- C••••••• S••••••••• I••• to M•••••• L••••• P•••••• F••••• • S•••• I•••••••••left May 9, 2022, registered Aug 16, 2022 (99 days) · Affiliated broker-dealer or bank to wirehouse
- F••••••• P••••••• A•• W•••••••• A••••••• to C••••••• S••••••••• I•••left Jul 9, 2021, registered Sep 29, 2021 (82 days) · Affiliated broker-dealer or bank to another · moved with a team
- S•••••••• A••••••• L•• to F••••••• P••••••• A•• W•••••••• A•••••••left Dec 31, 2014, registered Feb 14, 2019 (1506 days) · Affiliated broker-dealer or bank to another
Signals
- A•• G••••• left C••••••• S••••••••• I••• for M•••••• L••••• P•••••• F••••• • S•••• I••••••••• (registered 2022-08-16)May 9, 2022 · 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
- Wirehousederived
- Years in industry
- 39derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address