Ronald P. Lynch
Professional summary
Ronald Patrick Lynch JR, who also goes by Ronald Patrick Lynch Jr, Ronald P Lynch, is a registered financial professional currently at VISION 4 FUND DISTRIBUTORS located in Scottsdale, Arizona.
Ronald is registered as a RR (Registered Representative) and started their career in finance in 1988. Ronald has worked at 11 firms and has passed the Series 63, SIE and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Ronald Patrick Lynch JR's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 10, 2023 - Present
VISION 4 FUND DISTRIBUTORS
Office #1: 9260 E. Raintree Drive Suite 100, Scottsdale, AZ 85260December 3, 2021 - July 10, 2023
FORESIDE FUND SERVICES, LLC
December 13, 2018 - May 6, 2020
CLEARINGBID MARKETS, INC.
April 12, 2010 - October 11, 2016
SANCTUARY SECURITIES LLC
March 5, 2008 - July 15, 2009
AMERIPRISE FINANCIAL SERVICES, LLC
July 17, 2006 - December 14, 2006
FIRST ALLIED SECURITIES, INC.
May 12, 2004 - July 17, 2006
INVESTORS RESOURCES GROUP, INC.
February 9, 1998 - May 19, 2004
J.P. MORGAN SECURITIES LLC
April 14, 1993 - December 18, 1997
BISYS SHELF B/D (1), INC.
May 15, 1992 - February 18, 1993
CHASE INVESTMENT SERVICES CORP.
May 25, 1988 - March 12, 1992
CITIGROUP GLOBAL MARKETS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/10/2023)
Exams
FINRA
Current Firm
VISION 4 FUND DISTRIBUTORS
CRD#: 298105 / SEC#: , 8-70175
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| GARD, DAVID WAYNE | MANAGING DIRECTOR | 722647 |
| JOHNSON, HENRY P | MANAGING DIRECTOR | 5559118 |
| KUJALOWICZ, PAUL EDWARD | PRESIDENT/MANAGING DIRECTOR | 1020049 |
| SULLIVAN, CORNELIUS JOSEPH | MANAGING DIRECTOR | 2094448 |
| VAINISI, JEROME ARTHUR | CHIEF EXECUTIVE OFFICER | 2011056 |
| FOSTER, TODD MICHAEL | PASSIVE MEMBER | 3024634 |
| GREER, JOHN WILLIAM | PASSIVE MEMBER | 6148298 |
| LEE, BRYAN MATTHEW | PASSIVE MEMBER | 4779819 |
| QUALTERS, DONALD P | PASSIVE MEMBER | 3184519 |
| DAVIS, TAYLOR RENEE | CHIEF COMPLIANCE OFFICER | 5384424 |
| PORTWOOD, WILLIAM BOYCE | CHIEF FINANCIAL OFFICER/FINOP/PFO/POO | 4853700 |
Red Flags
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