CHARLES LYNCH is an investment adviser representative (IAR) with state registration records since 2014, appearing at 4 firms. Currently registered with WELLS FARGO CLEARING SERVICES, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| WELLS FARGO CLEARING SERVICES, LLC | 2025-02-05 | present | Yes |
| J.P. MORGAN SECURITIES LLC | 2018-06-04 | 2025-02-10 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2017-06-01 | 2018-05-31 | — |
| STRATEGIC ADVISERS LLC | 2014-12-23 | 2017-05-09 | — |