Patrick R. Lynch
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Patrick R Lynch, who also goes by Patrick Robert Lynch, was a registered financial professional .
Patrick is a previously registered financial professional and started their career in finance in 2024. Patrick had worked at 3 firms and has passed the Series 66, Series 7TO and SIE exams.
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
July 31, 2025 - July 17, 2026
OTR GLOBAL LLC
February 4, 2025 - February 28, 2025
FIDELITY PERSONAL AND WORKPLACE ADVISORS
October 9, 2024 - February 28, 2025
FIDELITY BROKERAGE SERVICES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Series 7TO
Date: 10/9/2024
General Securities Representative ExaminationCurrent Firm
OTR GLOBAL LLC
CRD#: 123809 / SEC#:
Contact information
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
