Patrick Joseph Lynch

Current Employers

Employment History

• 07/2006 → 07/2020
  Investacorp, Inc.
  Miami Lakes, FL
• 07/2006 → 07/2020
  Investacorp Advisory Services
  Miami Lakes, FL
• 07/2020 → 03/2022
  Securities America, Inc.
  San Antonio, TX
• 07/2020 → 03/2022
  Securities America Advisors, Inc.
  San Antonio, TX
• 03/2022 → Present
  Arkadios Capital
  Atlanta, GA
• 03/2022 → Present
  Arkadios Wealth Advisors
  Atlanta, GA

Previous Registrations

• 2020-07-17 → 2022-03-04
  Securities America Advisors, Inc.
  San Antonio, TX
• 2006-08-01 → 2020-07-17
  Investacorp Advisory Services Inc
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2003-11-17 → 2006-08-02
  Osaic Fa, Inc.
  San Antonio, TX
  San Antonio, TX
• 1998-09-11 → 2003-11-21
  Veravest Investment Advisors, Inc.
  San Antonio, TX

Other Businesses

1. Cork County Investors, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity (OBA) is Real Estate Investment, my position in the organization is partner the duties of this position are my business partner, Steve Markey, and I own real estate together of which includes a building our investment business resides. Start Date-2/2008 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 8 of hours are devoted to the other business during securities trading hours per month. 2. Cork County Investors#2, Investment Related, Conducted from 1100 NE Loop 410 # 300, San Antonio, TX 78209. The nature of the Outside Business Activity is Passive Investment, my position in the organization is partner, the duties of this position are Investment in Home Fashion Technologies, Inc. which sells doors to Home Depot . Start Date-7/2009 was the start of the relationship with the other business and 0 hours are devoted to the other business per week and 10 of hours are devoted to the other business during securities trading hours per month 3. CORK COUNTY INVESTORS, LLC, POSITION: Partner NATURE: Owned building for our firm WhiteStone Wealth Management but sold in 2019 INVESTMENT RELATED: Yes NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2008 ADDRESS: 1100 NE Loop 410, Suite 300, San Antonio TX 78209 DESCRIPTION: Property has been sold but keeping business open for future building purchases 4. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related,1100 NE Loop 410, Ste 300, San Antonio, TX, 78209, United States, Wealth Management, Partner,5/1/2006, 160 hours per month, 4 hours per month during trading hours, Commission Compensation, Thís is the investment practice for Steve Markey and Patrick Lynch. I work 40 hours a week doing financial advisory and investment for our clients collecting advisory fees and commission 5. Whitestone Financial Group ABA Whitestone Wealth Management, Is Investment Related, 1100 NE Loop 410 Ste 300, San Antonio, TX, 78209, United States, Insurance sales, Partner, 5/1/2006, 160 hours per month, 0 hours per month during trading hours, Commission Compensation, This is the fixed insurance business of Steve Markey and Patrick Lynch 6. 8603 Crownhill Blvd Office Building, Is Investment Related,"8603 Crownhill Blvd, , San Antonio, TX, 78209, United States", Office Building Investment,Passive,11/7/2025,0 hours per month,0 hours per month during trading hours, No Compensation Compensation, My business partner Steve Markey and I in our partnership Cork County Investors have purchased a building with 6 tenants renting and not related to us. We will also move our Whitestone Wealth Management business there in the first quarter of 2026. Steve and I are the only owners of the building and the partnership

Exams

• S65 Uniform Investment Adviser Law Examination
  1999-12-20
• S63 Uniform Securities Agent State Law Examination
  1987-03-05

Other Names

• Pat Lynch
• Patrick Joseph Lynch
• Patrick Joseph Lynch