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.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
B•••• L••••
- Title
- Senior Wealth Advisorreportedkathmere.comfirm site, Sep 15, 2026
- Professional profile
- kathmere.com/team/brian-lynchreportedkathmere.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- K••••••• C•••••• M••••••••• L•• independent RIA currentsince Oct 1, 2019 · Wayne, Pa
- L•• F•••••••• L•• BD affiliatedSep 21, 2018 to Oct 9, 2019 · King Of Prussia, Pa
- P•••••• A•••••• G••••• L•• BD affiliatedMay 3, 2016 to Oct 1, 2019 · King Of Prussia, Pa
- M••••• S•••••• wirehouseMar 23, 2012 to May 13, 2016 · Mount Laurel, Nj
- U•• F•••••••• S••••••• I••• wirehouseApr 1, 2011 to Apr 2, 2012 · Mt. Laurel, Nj
- L•• F•••••••• L•• to K••••••• C•••••• M••••••••• L••left Oct 9, 2019, registered Oct 1, 2019 (-8 days) · Affiliated broker-dealer or bank to a newly registered adviser
- P•••••• A•••••• G••••• L•• to L•• F•••••••• L••left Oct 1, 2019, registered Sep 21, 2018 (-375 days) · RIA to RIA
- M••••• S•••••• to P•••••• A•••••• G••••• L••left May 13, 2016, registered May 3, 2016 (-10 days) · Other
- U•• F•••••••• S••••••• I••• to M••••• S••••••left Apr 2, 2012, registered Mar 23, 2012 (-10 days) · Wirehouse to wirehouse
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.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 19derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address