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Kathryn Lynch

Wellth Advisory Services, LLC

Newbury, MA

Shorewood, IL

Tulsa, OK

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Current Employers
Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

AuthorityCategoryStatusDate
MA RA APPROVED 2026-02-11
FL RA APPROVED 2025-12-12
NJ RA APPROVED 2025-11-28
NY RA APPROVED 2025-10-23
SC RA APPROVED 2025-10-21
MI RA APPROVED 2025-10-17
TX RA APPROVED_RES 2025-10-17
CT RA APPROVED 2025-10-16
NH RA APPROVED 2025-10-16
NC RA APPROVED 2025-10-16
OR RA APPROVED 2025-10-16
PA RA APPROVED 2025-10-16
VA RA APPROVED 2025-10-16
CA RA APPROVED 2025-10-15
IN RA APPROVED 2025-10-15
ME RA APPROVED 2025-10-15
OH RA APPROVED 2025-10-15
OK RA APPROVED 2025-10-15
UT RA APPROVED 2025-10-15
VT RA APPROVED 2025-10-15
WA RA APPROVED 2025-10-15
WI RA APPROVED 2025-10-15
  • MA RA
    APPROVED
    Since 2026-02-11
  • FL RA
    APPROVED
    Since 2025-12-12
  • NJ RA
    APPROVED
    Since 2025-11-28
  • NY RA
    APPROVED
    Since 2025-10-23
  • SC RA
    APPROVED
    Since 2025-10-21
  • MI RA
    APPROVED
    Since 2025-10-17
  • TX RA
    APPROVED_RES
    Since 2025-10-17
  • CT RA
    APPROVED
    Since 2025-10-16
  • NH RA
    APPROVED
    Since 2025-10-16
  • NC RA
    APPROVED
    Since 2025-10-16
  • OR RA
    APPROVED
    Since 2025-10-16
  • PA RA
    APPROVED
    Since 2025-10-16
  • VA RA
    APPROVED
    Since 2025-10-16
  • CA RA
    APPROVED
    Since 2025-10-15
  • IN RA
    APPROVED
    Since 2025-10-15
  • ME RA
    APPROVED
    Since 2025-10-15
  • OH RA
    APPROVED
    Since 2025-10-15
  • OK RA
    APPROVED
    Since 2025-10-15
  • UT RA
    APPROVED
    Since 2025-10-15
  • VT RA
    APPROVED
    Since 2025-10-15
  • WA RA
    APPROVED
    Since 2025-10-15
  • WI RA
    APPROVED
    Since 2025-10-15

Branch Locations

28 Green Street, Newbury, MA 01951 • United States

Shorewood, IL • United States

Tulsa, OK • 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
Self-Employed Tulsa OK 09/2014 09/2022
Pharos Athletic Club Los Angeles CA 10/2017 12/2021
Unemployed Los Angeles CA 03/2020 12/2020
Extreme Reach Talent, Inc. Los Angeles CA 01/2020 01/2020
Pdsi/Payday Los Angeles CA 01/2020 01/2020
People, Inc. - American Honda Motor Co. Los Angeles CA 03/2019 03/2019
Team Services Los Angeles CA 03/2019 03/2019
Gep Talent Los Angeles CA 10/2019 10/2019
Lpl Financial Llc Tulsa OK 09/2022 Present
Self-Employed Los Angeles CA 01/2010 03/2020
Dlc Group, Llc Tulsa OK 11/2024 Present
Strategic Retirement Partners Tulsa OK 10/2025 Present
Wellth Advisory Services, Llc Tulsa OK 10/2025 Present
  • 09/2014 → 09/2022
    Self-Employed
    Tulsa, OK
  • 10/2017 → 12/2021
    Pharos Athletic Club
    Los Angeles, CA
  • 03/2020 → 12/2020
    Unemployed
    Los Angeles, CA
  • 01/2020 → 01/2020
    Extreme Reach Talent, Inc.
    Los Angeles, CA
  • 01/2020 → 01/2020
    Pdsi/Payday
    Los Angeles, CA
  • 03/2019 → 03/2019
    People, Inc. - American Honda Motor Co.
    Los Angeles, CA
  • 03/2019 → 03/2019
    Team Services
    Los Angeles, CA
  • 10/2019 → 10/2019
    Gep Talent
    Los Angeles, CA
  • 09/2022 → Present
    Lpl Financial Llc
    Tulsa, OK
  • 01/2010 → 03/2020
    Self-Employed
    Los Angeles, CA
  • 11/2024 → Present
    Dlc Group, Llc
    Tulsa, OK
  • 10/2025 → Present
    Strategic Retirement Partners
    Tulsa, OK
  • 10/2025 → Present
    Wellth Advisory Services, Llc
    Tulsa, OK
Other Businesses

1) 9/2022 - DIETZ & LYNCH CAPITAL / DBA for LPL Business (entity for LPL business) / Investment Related / Tulsa, OK

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-08
  • S66 Uniform Combined State Law Examination
    2023-06-08

View on SEC IAPD

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