# POER JAMES LYNN

POER JAMES LYNN appears across SEC filings — Form ADV advisers, Form D, Reg A, and crowdfunding offerings. 10 filing roles across Form ADV (10).

## Filings (10)

| Filed | Source | Entity | Role | Location |
| --- | --- | --- | --- | --- |
| — | Form ADV | [KESTRA ADVISORY SERVICES, LLC](https://search.stillhousedata.com/firm/283330) | PRESIDENT | AUSTIN, TX |
| — | Form ADV | [KESTRA PRIVATE WEALTH SERVICES, LLC](https://search.stillhousedata.com/firm/155193) | VICE PRESIDENT | AUSTIN, TX |
| — | Form ADV | [GROVE POINT ADVISORS, LLC](https://search.stillhousedata.com/firm/313171) | OFFICER | ROCKVILLE, MD |
| — | Form ADV | [KESTRA INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/151790) | CHIEF EXECUTIVE OFFICER, PRESIDENT | AUSTIN, TX |
| — | Form ADV | [BEACON RETIREMENT PLANNING SERVICES INC.](https://search.stillhousedata.com/firm/110038) | VICE PRESIDENT | DALLAS, TX |
| — | Form ADV | [HICKORY ASSET MANAGEMENT, INC.](https://search.stillhousedata.com/firm/167955) | VICE PRESIDENT | CONCORD, OH |
| — | Form ADV | [PROVISE MANAGEMENT GROUP, LLC](https://search.stillhousedata.com/firm/105375) | VICE PRESIDENT | CLEARWATER, FL |
| — | Form ADV | [H. BECK, INC.](https://search.stillhousedata.com/firm/1763) | ASSISTANT VICE PRESIDENT & DIRECTOR | ROCKVILLE, MD |
| — | Form ADV | [DELESSERT FINANCIAL SERVICES INC](https://search.stillhousedata.com/firm/106005) | DIRECTOR, PRESIDENT | WALTHAM, MA |
| — | Form ADV | [NFP ADVISOR SERVICES, LLC](https://search.stillhousedata.com/firm/42046) | VICE PRESIDENT ADVISORY SERVICES | AUSTIN, TX |


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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.