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
Robert Michael Lynch
Feed of 09/14/2026
Also filed as Lynch M Robert
At current firm
11 y
since Jun 17, 2015
In the industry
18 y
since Oct 4, 2007 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
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
- Raymond James Financial Services Advisors, Inc BD affiliated currentsince Jun 17, 2015 · Boulder, Co
- First National Capital Markets, Inc. formerJul 3, 2012 to Jun 18, 2015 · Boulder, Co
- Key Investment Services LLC BD affiliatedJan 5, 2010 to Jun 25, 2012 · Denver, Co
- UBS Financial Services Inc. wirehouseOct 5, 2007 to Dec 22, 2009 · Boulder, Co
Moves
a registration end followed by a registration begin elsewhere
- First National Capital Markets, Inc. to Raymond James Financial Services Advisors, Incleft Jun 18, 2015, registered Jun 17, 2015 (-1 days) · Other · moved with a team
- Key Investment Services LLC to First National Capital Markets, Inc.left Jun 25, 2012, registered Jul 3, 2012 (8 days) · Other
- UBS Financial Services Inc. to Key Investment Services LLCleft Dec 22, 2009, registered Jan 5, 2010 (14 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
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address