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PATRICK JOSEPH LYNCH III
PAT LYNCH III, PATRICK JOSEPH LYNCH
CRD#: 1632895
IA
Investment Adviser
B
Broker
ARKADIOS WEALTH ADVISORSCRD#: 288863 1100 NE Loop 410 Suite 300
San Antonio, TX 78209
ARKADIOS CAPITALCRD#: 282710 1100 NE Loop 410 Suite 300
San Antonio, TX 78209
Registration History
199019952000200520102015202020253 FIRMS2003 - 2006 (2 years)2 FIRMS2006 - 2020 (14 years)2 FIRMS2020 - 2022 (1 year)2 FIRMS2022 - Present (2 years)BVERAVEST INVESTMENTS, INC. (CRD# 3960)1987 - 2003 (16 years)IAVERAVEST INVESTMENT ADVISORS, INC. (CRD# 105796)1998 - 2003 (5 years)
Disclosure(s)
View By:
3/9/2007
Customer Dispute
Denied
License(s)

State Registrations

B
Arizona 3/4/2022

B
New Jersey 3/4/2022

B
Arkansas 3/4/2022

B
New York 1/13/2023

B
California 3/4/2022

B
Oregon 3/4/2022

B
Colorado 3/4/2022

B
Texas 3/4/2022

B
Florida 1/3/2023

IA
Texas 3/4/2022

B
Massachusetts 3/4/2022

B
Washington 1/13/2023

B
Michigan 1/13/2023

B
Wisconsin 1/13/2023

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
ARKADIOS WEALTH ADVISORS (CRD#:288863)
1100 NE Loop 410 Suite 300, San Antonio, TX 78209
Registered with this firm since 3/4/2022

B
ARKADIOS CAPITAL (CRD#:282710)
1100 NE Loop 410 Suite 300, San Antonio, TX 78209
Registered with this firm since 3/4/2022

Previous Registration(s)
th hidden textth hidden textNameLocation
IA
07/17/2020 - 03/04/2022 SECURITIES AMERICA ADVISORS, INC. (CRD#:110518) SAN ANTONIO, TX
B
07/17/2020 - 03/04/2022 SECURITIES AMERICA, INC. (CRD#:10205) SAN ANTONIO, TX
IA
08/01/2006 - 07/17/2020 INVESTACORP ADVISORY SERVICES INC (CRD#:109011) SAN ANTONIO, TX
B
07/20/2006 - 07/17/2020 INVESTACORP, INC. (CRD#:7684) SAN ANTONIO, TX
IA
11/17/2003 - 08/02/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN ANTONIO, TX
B
11/17/2003 - 08/02/2006 LINCOLN FINANCIAL ADVISORS CORPORATION (CRD#:3978) SAN ANTONIO, TX
B
11/17/2003 - 04/06/2006 THE LINCOLN NATIONAL LIFE INSURANCE COMPANY (CRD#:2580) FORT WAYNE, IN
IA
09/11/1998 - 11/21/2003 VERAVEST INVESTMENT ADVISORS, INC. (CRD#:105796) SAN ANTONIO, TX
B
03/09/1987 - 11/21/2003 VERAVEST INVESTMENTS, INC. (CRD#:3960) WORCESTER, MA
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.