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Madison Emily Lynch

Melia Wealth LLC

Tulsa, OK

CRD 7342731

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Employer firm

Melia Wealth LLC CRD 145402

$560M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Pension consulting

From the firm’s Form ADV. Read the guides:

Current Employers
Melia Wealth Llc

5424 S. Memorial Drive Building E, Tulsa, OK 74145 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-07-30
OK RA APPROVED 2021-03-31
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • OK RA
    APPROVED
    Since 2021-03-31

Branch Locations

5424 S. Memorial Drive Building E, Tulsa, OK 74145 • 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
Melia Wealth Llc Tulsa OK 02/2021 Present
Madison Lynch, Sole Proprietor Tulsa OK 07/2020 Present
Turning Pointe Dance Of Tulsa Tulsa OK 08/2019 Present
Melia Wealth Advisory Group Llc Tulsa OK 08/2018 02/2021
Infinity Dance Academy Tulsa OK 02/2015 04/2020
American Eagle Outfitters Tulsa OK 10/2016 12/2019
  • 02/2021 → Present
    Tulsa, OK
  • 07/2020 → Present
    Madison Lynch, Sole Proprietor
    Tulsa, OK
  • 08/2019 → Present
    Turning Pointe Dance Of Tulsa
    Tulsa, OK
  • 08/2018 → 02/2021
    Melia Wealth Advisory Group Llc
    Tulsa, OK
  • 02/2015 → 04/2020
    Infinity Dance Academy
    Tulsa, OK
  • 10/2016 → 12/2019
    American Eagle Outfitters
    Tulsa, OK
Other Businesses

MADISON LYNCH, SOLE PROPRIETOR; INVESTMENT RELATED; INSURANCE AGENT; START DATE 07/2020; TULSA OKLAHOMA; APPROXIMATELY 45% OF TIME TURNING POINTE DANCE OF TULSA; NOT INVESTMENT RELATED; DANCE INSTRUCTOR/CHOREOGRAPHER; START DATE 08/2019; TULSA, OK; LESS THAN 5% OF TIME

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2021-02-08
  • S65 Uniform Investment Adviser Law Examination
    2021-02-08

View on SEC IAPD

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