DAVID LYNESS is an investment adviser representative (IAR) with state registration records since 2019, appearing at 4 firms. Currently registered with STRATEGIC ADVISERS LLC.
| Firm | From | To | Current |
|---|---|---|---|
| STRATEGIC ADVISERS LLC | 2025-03-31 | present | Yes |
| FIDELITY PERSONAL AND WORKPLACE ADVISORS | 2021-04-26 | 2025-03-31 | — |
| ACORN FINANCIAL ADVISORY SERVICES, INC. | 2019-10-25 | 2020-07-28 | — |
| MUTUAL OF OMAHA INVESTOR SERVICES, INC. | 2019-08-29 | 2019-09-27 | — |