David Lynch is an investment adviser representative (IAR) with state registration records since 2003, appearing at 5 firms. Currently registered with FALCON WEALTH PLANNING, INC..
| Firm | From | To | Current |
|---|---|---|---|
| FALCON WEALTH PLANNING, INC. | 2026-05-15 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-01-21 | 2022-10-25 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2019-11-25 | 2020-11-18 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2006-04-25 | 2018-04-16 | — |
| TD AMERITRADE, INC. | 2003-09-12 | 2018-04-16 | — |