PL
Patrick J. Lynch
ARKADIOS WEALTH ADVISORS
San Antonio, TX 78209
Some features on this profile are disabled
CRD#: 1632895
PL
Professional summary
Patrick Joseph Lynch III, who also goes by Pat Lynch III, Patrick Joseph Lynch, is a registered financial advisor currently at ARKADIOS WEALTH ADVISORS located in San Antonio, Texas and ARKADIOS CAPITAL located in San Antonio, Texas.
Patrick is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 1987. Patrick has worked at 10 firms and has passed the Series 65, Series 63, Series 79TO, SIE, Series 7 and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Pat Lynch Iii | Patrick Joseph Lynch
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
1. Cork County Investors, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity (OBA) is Real Estate Investment, my position in the organization is partner the duties of this position are my business partner, Steve Markey, and I own real estate together of which includes a building our investment business resides. Start Date-2/2008 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 8 of hours are devoted to the other business during securities trading hours per month. 2. Cork County Investors#2, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity is Passive Investment, my position in the organization is partner, the duties of this position are Investment in Home Fashion Technologies, Inc. which sells doors to Home Depot . Start Date-7/2009 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 10 of hours are devoted to the other business during securities trading hours per month 3. CORK COUNTY INVESTORS, LLC, POSITION: Partner NATURE: Owned building for our firm WhiteStone Wealth Management but sold in 2019 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2008 ADDRESS: 1100 NE Loop 410, Suite 300, San Antonio TX 78209 DESCRIPTION: Property has been sold but keeping business open for future building purchases 4. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related,1100 NE Loop 410, Ste 300, San Antonio, TX, 78209, United States, Wealth Management, Partner,5/1/2006, 160 hours per month, 4 hours per month during trading hours, Commission Compensation, Th�s is the investment practice for Steve Markey and Patrick Lynch. I work 40 hours a week doing financial advisory and investment for our clients collecting advisory fees and commission 5. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related, 1100 NE Loop 410 Ste 300, San Antonio, TX, 78209, United States, Insurance sales, Partner, 5/1/2006, 160 hours per month, 0 hours per month during trading hours, Commission Compensation, This is the fixed insurance business of Steve Markey and Patrick Lynch 6. 8603 Crownhill Blvd Office Building, Is Investment Related,"8603 Crownhill Blvd, , San Antonio, TX, 78209, United States", Office Building Investment,Passive,11/7/2025,0 hours per month,0 hours per month during trading hours, No Compensation Compensation, My business partner Steve Markey and I in our partnership Cork County Investors have purchased a building with 6 tenants renting and not related to us. We will also move our Whitestone Wealth Management business there in the first quarter of 2026. Steve and I are the only owners of the building and the partnership
CRS (Client Relationship Summary) - RIA
Click below to view Patrick Joseph Lynch III's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
March 4, 2022 - Present
ARKADIOS WEALTH ADVISORS
Office #1: 1100 Ne Loop 410 Suite 300, San Antonio, TX 78209RIA
CRD#: 288863
San Antonio, TX
Current
March 4, 2022 - Present
ARKADIOS CAPITAL
Office #1: 1100 Ne Loop 410 Suite 300, San Antonio, TX 78209BD
CRD#: 282710
San Antonio, TX
Past
July 17, 2020 - March 4, 2022
SECURITIES AMERICA ADVISORS, INC.
RIA
CRD#: 110518
SAN ANTONIO, TX
Past
July 17, 2020 - March 4, 2022
SECURITIES AMERICA, INC.
BD
CRD#: 10205
SAN ANTONIO, TX
Past
August 1, 2006 - July 17, 2020
INVESTACORP ADVISORY SERVICES INC
RIA
CRD#: 109011
SAN ANTONIO, TX
Past
July 20, 2006 - July 17, 2020
INVESTACORP, INC.
BD
CRD#: 7684
SAN ANTONIO, TX
Past
November 17, 2003 - August 2, 2006
OSAIC FA, INC.
RIA
CRD#: 3978
SAN ANTONIO, TX
Past
November 17, 2003 - April 6, 2006
THE LINCOLN NATIONAL LIFE INSURANCE COMPANY
BD
CRD#: 2580
FORT WAYNE, IN
Past
November 17, 2003 - August 2, 2006
OSAIC FA, INC.
BD
CRD#: 3978
SAN ANTONIO, TX
Past
September 11, 1998 - November 21, 2003
VERAVEST INVESTMENT ADVISORS, INC.
RIA
CRD#: 105796
SAN ANTONIO, TX
Past
March 9, 1987 - November 21, 2003
VERAVEST INVESTMENTS, INC.
BD
CRD#: 3960
WORCESTER, MA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
Registered Investment Advisory firm - (7/17/2017 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
Arizona(3/4/2022)
RR
Arkansas(3/4/2022)
RR
California(3/4/2022)
RR
Colorado(3/4/2022)
RR
Florida(1/3/2023)
RR
Massachusetts(3/4/2022)
RR
Michigan(1/13/2023)
RR
New Jersey(3/4/2022)
RR
New York(1/13/2023)
RR
Oregon(3/4/2022)
RR
Texas(3/4/2022)
IAR
Texas(3/4/2022)
RR
Washington(1/13/2023)
RR
Wisconsin(1/13/2023)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 79TO
Date: 1/2/2023
Investment Banking Registered Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
AW
ARKADIOS WEALTH ADVISORS
1031 SOLUTIONS | ZIMCO CAPITAL | WHITESTONE WEALTH MANAGEMENT | WHEELER WEALTH | WEBB GARNER | WEALTHSTONE GROUP | WEALTH ARCHITECTS, INC. | TUCKER INVESTMENT COUNSEL | TNT FINANCIAL SERVICES, LLC | THOMPSON/PRATT CAPITAL MANAGEMENT LLC | THE OAK FINANCIAL GROUP | TEXAS REGIONAL BANK | TBAER WEALTH MANAGEMENT | STRIVE FINANCIAL | STEWARDSHIP WEALTH MANAGEMENT | SR BROWN FINANCIAL SERVICES | SOUTHPARK CAPITAL | SINCLAIR FINANCIAL | SHEPPARD MOSHER WEALTH MANAGEMENT | SELECT WEALTH ADVISORS LLC | SECURA WEALTH MANAGEMENT | RUSSELL TOTAL WEALTH AND WELLNESS | RIVERTAN FINANCIAL | REVOLUTION X | RESOURCE INVESTMENT ARCHITECTS | RBG CAPITAL | RANGER WEALTH | PROXIMITY FINANCIAL PARTNERS | PRESERVATION SPECIALISTS, LLC | PIEDMONT WEALTH PARTNERS | PERSONAL PORTFOLIOS | PERCH WEALTH | PEAK RETIREMENT GROUP | PARRY FINANCIAL ADVISORS | OAK FINANCIAL ADVISORS | NGC GLOBAL WEALTH MANAGEMENT | MOORE INVESTED | MONARCH CAPITAL ADVISORS | MCFARLIN CAPITAL, LLC | MATRIX WEALTH MANAGEMENT | KLESTINSKI RAPP MARMITT INVESTMENT COUNSEL | KINSHIP WEALTH PARTNERS | KG WEALTH | KEYSTONE CAPITAL PARTNERS GROUP | INTEGRITY FINANCIAL | HOLOS INTEGRATED WEALTH | HERITAGE PENSION ADVISORS | HARVEST WEALTH ADVISORS | GULF COAST WEALTH MANAGEMENT | GREGG LENTZ & ASSOCIATES | G.L. SMITH AND ASSOCIATES | FOUNDATION FINANCIAL GROUP | FORESIGHT FINANCIAL PARTNERS | EXCLUSIVE FINANCIAL RESOURCES | EXCLUSIVE ADVISORS LLC | EAST PACES GROUP | DOWNEAST PRIVATE WEALTH | CREATIVE CAPITAL WEALTH MANAGEMENT | CORBET CAPITAL | CLOVER CAPITAL PARTNERS | BOB BURKE FINANCIAL SERVICES | BLUECHIP WEALTH ADVISORS | BERG FINANCIALS | BANDER WEALTH MANAGEMENT | ARKADIOS WEALTH ADVISORS LLC | ARKADIOS WEALTH ADVISORS | AKERS FINANCIAL GROUP | AIM ADVISERS
CRD#: 288863 / SEC#: 801-110833
RIA
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Contact information
Main Address
2827 Peachtree Rd Ne, Suite 510, Atlanta, GA 30305
Mailing Address
Phone number
(404) 445-0035
Established
Firm type
Fiscal year end
# of Employees
188
SEC notice filing (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 12,091 |
| AUM (Assets Under Management) | $ 3,856,398,203 |
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.
