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
Sean Michael Lynch
Feed of 09/14/2026
At current firm
8 y
since Jan 9, 2018
In the industry
22 y
since Mar 25, 2004 (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
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- T. Rowe Price Associates, Inc. asset manager currentsince Jan 9, 2018 · The Woodlands, Tx
- Montage Investments, LLC formerJun 11, 2012 to Oct 31, 2013 · Leawood, Ks
- Guggenheim Investments asset managerSep 12, 2005 to Nov 4, 2008 · The Woodlands, Tx
- A. G. Edwards & Sons, Inc. unclassifiedMar 25, 2004 to Aug 25, 2005 · Chicago, Il
Moves
a registration end followed by a registration begin elsewhere
- Montage Investments, LLC to T. Rowe Price Associates, Inc.left Oct 31, 2013, registered Jan 9, 2018 (1531 days) · Other
- Guggenheim Investments to Montage Investments, LLCleft Nov 4, 2008, registered Jun 11, 2012 (1315 days) · Other
- A. G. Edwards & Sons, Inc. to Guggenheim Investmentsleft Aug 25, 2005, registered Sep 12, 2005 (18 days) · Other
Signals
No dated event on this person.
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
- Asset manager (funds and pooled vehicles)derived
- Years in industry
- 22derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address