DANA W LYON is an investment adviser representative (IAR) with state registration records since 2003, appearing at 9 firms. Currently registered with CAPITAL WISE ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| CAPITAL WISE ADVISORY LLC | 2024-04-15 | present | Yes |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2011-06-14 | 2023-11-30 | — |
| PRIVATE WEALTH COUNSEL, LLC | 2011-02-15 | 2011-05-23 | — |
| TD AMERITRADE INVESTMENT MANAGEMENT, LLC | 2008-06-11 | 2009-07-07 | — |
| TD AMERITRADE, INC. | 2008-06-06 | 2009-07-07 | — |
| TRUIST INVESTMENT SERVICES, INC. | 2006-12-19 | 2008-05-22 | — |
| WELLSPRING WEALTH MANAGEMENT LLC | 2005-06-21 | 2006-12-06 | — |
| ASSOCIATED PLANNERS INVESTMENT ADVISORY INC | 2005-03-17 | 2006-12-07 | — |
| CHARLES SCHWAB & CO., INC. | 2003-03-31 | 2005-03-31 | — |