# Joseph Lynch

Joseph Lynch is an investment adviser representative (IAR) with state registration records since 2006, appearing at 6 firms. Currently registered with TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC.

## Registration history (7)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2022-11-09 | present | Yes |
| [PERSONAL CAPITAL ADVISORS CORPORATION](https://search.stillhousedata.com/firm/155172) | 2021-02-24 | 2022-10-31 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2020-01-13 | 2020-12-31 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2020-01-13 | 2021-01-11 | — |
| [VANGUARD ADVISERS, INC.](https://search.stillhousedata.com/firm/106715) | 2014-09-11 | 2019-11-22 | — |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2012-08-07 | 2014-08-19 | — |
| [TIAA-CREF INDIVIDUAL & INSTITUTIONAL SERVICES, LLC](https://search.stillhousedata.com/firm/20472) | 2006-12-11 | 2012-07-06 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4612624)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4612624.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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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.