POER JAMES LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. POER JAMES LYNN appears on 10 filing roles across Form ADV (10).
| Filed | Source | Entity | Role | Location |
|---|---|---|---|---|
| — | Form ADV | KESTRA ADVISORY SERVICES, LLC | PRESIDENT | AUSTIN, TX |
| — | Form ADV | KESTRA PRIVATE WEALTH SERVICES, LLC | VICE PRESIDENT | AUSTIN, TX |
| — | Form ADV | GROVE POINT ADVISORS, LLC | OFFICER | ROCKVILLE, MD |
| — | Form ADV | KESTRA INSTITUTIONAL SERVICES, LLC | CHIEF EXECUTIVE OFFICER, PRESIDENT | AUSTIN, TX |
| — | Form ADV | BEACON RETIREMENT PLANNING SERVICES INC. | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | HICKORY ASSET MANAGEMENT, INC. | VICE PRESIDENT | CONCORD, OH |
| — | Form ADV | PROVISE MANAGEMENT GROUP, LLC | VICE PRESIDENT | CLEARWATER, FL |
| — | Form ADV | H. BECK, INC. | ASSISTANT VICE PRESIDENT & DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | DELESSERT FINANCIAL SERVICES INC | DIRECTOR, PRESIDENT | WALTHAM, MA |
| — | Form ADV | NFP ADVISOR SERVICES, LLC | VICE PRESIDENT ADVISORY SERVICES | AUSTIN, TX |