Edward Myles Lynch

Current Employers

Wellth Advisory Services, Llc

Shorewood, IL • United States

Current Registrations

Authority	Category	Status	Date
WA	RA	APPROVED	2026-04-15
NC	RA	APPROVED	2026-03-03
ME	RA	APPROVED	2026-03-02
MI	RA	APPROVED	2026-02-18
OK	RA	APPROVED	2026-02-12
VA	RA	APPROVED	2026-02-12
MA	RA	APPROVED	2026-02-11
SC	RA	APPROVED	2025-12-23
FL	RA	APPROVED	2025-12-12
UT	RA	APPROVED	2025-11-14
PA	RA	APPROVED	2025-10-17
TX	RA	APPROVED_RES	2025-10-17
CT	RA	APPROVED	2025-10-16
NJ	RA	APPROVED	2025-10-16
CA	RA	APPROVED	2025-10-15
IN	RA	APPROVED	2025-10-15
OH	RA	APPROVED	2025-10-15
VT	RA	APPROVED	2025-10-15
WI	RA	APPROVED	2025-10-15

WA RA
APPROVED

Since 2026-04-15
NC RA
APPROVED

Since 2026-03-03
ME RA
APPROVED

Since 2026-03-02
MI RA
APPROVED

Since 2026-02-18
OK RA
APPROVED

Since 2026-02-12
VA RA
APPROVED

Since 2026-02-12
MA RA
APPROVED

Since 2026-02-11
SC RA
APPROVED

Since 2025-12-23
FL RA
APPROVED

Since 2025-12-12
UT RA
APPROVED

Since 2025-11-14
PA RA
APPROVED

Since 2025-10-17
TX RA
APPROVED_RES

Since 2025-10-17
CT RA
APPROVED

Since 2025-10-16
NJ RA
APPROVED

Since 2025-10-16
CA RA
APPROVED

Since 2025-10-15
IN RA
APPROVED

Since 2025-10-15
OH RA
APPROVED

Since 2025-10-15
VT 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

Disclosures

1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Lpl Financial Llc	Newbury	MA	09/2007	Present
Strategic Retirement Partners	Newbury	MA	10/2025	Present
Wellth Advisory Services, Llc	Newbury	MA	10/2025	Present

09/2007 → Present

Lpl Financial Llc

Newbury, MA
10/2025 → Present

Strategic Retirement Partners

Newbury, MA
10/2025 → Present

Wellth Advisory Services, Llc

Newbury, MA

Previous Registrations

2008-03-18 → 2014-12-31

Dietz & Lynch Capital

Newburyport, MA

Newbury, MA
2009-10-23 → 2010-12-02

P.L.A.N.

Boston, MA
1999-10-01 → 2007-09-26

Wells Fargo Clearing Services, Llc

Newburyport, MA

Newburyport, MA

Other Businesses

1) 07/27/2011: DLC GROUP - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 2) 10/22/2013: DIETZ & LYNCH CAPITAL - DBA FOR LPL BUSINESS (ENTITY FOR LPL BUSINESS) - INV REL - AT REPORTED BUSINESS LOCATION(S) 3) 01/05/2026 - WELLth Advisory Services, LLC - Registered Investment Advisor Hybrid - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/15/2025 - 160 hours per month/ during trading - I provide investment advisory services through WELLth Advisory Services, LLC, an independent investment advisor firm. I started this business activity in 10/2025. I expect to spend approximately 160 hours per month on this activity. Please see the advisory firm's Form ADV for more information about its address, the nature of its business, its owners, and its services at http://www.adviserinfo.sec.gov/IAPD. The firm is separate from and independent of LPL Financial. 4) 01/05/2026 - Strategic Retirement Partners - Registered Investment Advisor DBA - IAR - Investment Related - At Reported Business Location(s) - Start Date 10/15/2025 - 160 hours per month/ during trading

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1992-12-18
S63	Uniform Securities Agent State Law Examination	1982-08-10

S65 Uniform Investment Adviser Law Examination

1992-12-18
S63 Uniform Securities Agent State Law Examination

1982-08-10

Other Names

Edward Nyles Lynch

View on SEC IAPD