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William Patrick Lynch

Osaic Advisory Services, LLC

Atlanta, GA

The Woodlands, TX

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Current Employers
Osaic Advisory Services, Llc

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-03
  • TX RA
    APPROVED
    Since 2026-06-03

Branch Locations

2300 Windy Ridge Parkway Suite 750, Atlanta, GA 30339 • United States

10001 Woodloch Forest Drive Suite 550, The Woodlands, TX 77380 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Osaic Advisory Services Atlanta GA 01/2026 Present
Schroeder Wealth Advisors The Woodlands TX 01/2026 Present
1St American Pension Services Mansfield TX 01/2023 01/2026
National Life Group Addison TX 10/2019 01/2023
Mr. Jim's Pizza Midlothian TX 05/2016 10/2019
Osaic Wealth Scottsdale AZ 01/2026 Present
  • 01/2026 → Present
    Osaic Advisory Services
    Atlanta, GA
  • 01/2026 → Present
    Schroeder Wealth Advisors
    The Woodlands, TX
  • 01/2023 → 01/2026
    1St American Pension Services
    Mansfield, TX
  • 10/2019 → 01/2023
    National Life Group
    Addison, TX
  • 05/2016 → 10/2019
    Mr. Jim's Pizza
    Midlothian, TX
  • 01/2026 → Present
    Osaic Wealth
    Scottsdale, AZ
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-06-01
  • S66 Uniform Combined State Law Examination
    2026-06-01
Other Names
  • William Lynch

View on SEC IAPD

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Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

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