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

Bernard John Lynch

Goodman Advisory Group, LLCindependent RIANeedham, Madual registrantIAPD 5764980

Certified Financial Planner

Feed of 09/14/2026

Also filed as Bernard John Lynch

At current firm

1 y

since Sep 9, 2025

In the industry

11 y

since Jul 10, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S63, S66

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Goodman Advisory Group, LLC independent RIA current
since Sep 9, 2025 · Needham, Ma
Arcadia Wealth Management, LLC independent RIA
Jul 9, 2024 to Apr 7, 2025 · Manchester, Nh
Fidelity Personal And Workplace Advisors former
Feb 16, 2024 to Jun 11, 2024 · Merrimack, Nh
Shp Wealth Management, LLC independent RIA
Apr 30, 2018 to Aug 21, 2018 · Plymouth, Ma
People'S Securities, Inc. former
Nov 3, 2016 to Nov 8, 2017 · Bridgeport, Ct
Gerstein Fisher former
Dec 28, 2015 to Nov 29, 2016 · New York, Ny
Edelman Financial Services, LLC former
Aug 4, 2015 to Nov 24, 2015 · Needham, Ma

Moves

a registration end followed by a registration begin elsewhere

Arcadia Wealth Management, LLC to Goodman Advisory Group, LLC
left Apr 7, 2025, registered Sep 9, 2025 (155 days) · RIA to RIA
Fidelity Personal And Workplace Advisors to Arcadia Wealth Management, LLC
left Jun 11, 2024, registered Jul 9, 2024 (28 days) · Affiliated broker-dealer or bank to independent RIA
Shp Wealth Management, LLC to Fidelity Personal And Workplace Advisors
left Aug 21, 2018, registered Feb 16, 2024 (2005 days) · RIA to affiliated broker-dealer or bank
People'S Securities, Inc. to Shp Wealth Management, LLC
left Nov 8, 2017, registered Apr 30, 2018 (173 days) · Other
Gerstein Fisher to People'S Securities, Inc.
left Nov 29, 2016, registered Nov 3, 2016 (-26 days) · Other · moved with a team
Edelman Financial Services, LLC to Gerstein Fisher
left Nov 24, 2015, registered Dec 28, 2015 (34 days) · Other

Signals

Bernard John Lynch left Arcadia Wealth Management, Llc for Goodman Advisory Group, Llc (registered 2025-09-09)
Apr 7, 2025 · Advisor changed firm · fact
Bernard John Lynch left Fidelity Personal And Workplace Advisors for Arcadia Wealth Management, Llc (registered 2024-07-09)
Jun 11, 2024 · 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address