# DANA W LYON

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.

## Registration history (9)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [CAPITAL WISE ADVISORY LLC](https://search.stillhousedata.com/firm/329915) | 2024-04-15 | present | Yes |
| [MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED](https://search.stillhousedata.com/firm/7691) | 2011-06-14 | 2023-11-30 | — |
| [PRIVATE WEALTH COUNSEL, LLC](https://search.stillhousedata.com/firm/136268) | 2011-02-15 | 2011-05-23 | — |
| [TD AMERITRADE INVESTMENT MANAGEMENT, LLC](https://search.stillhousedata.com/firm/111514) | 2008-06-11 | 2009-07-07 | — |
| [TD AMERITRADE, INC.](https://search.stillhousedata.com/firm/7870) | 2008-06-06 | 2009-07-07 | — |
| [TRUIST INVESTMENT SERVICES, INC.](https://search.stillhousedata.com/firm/17499) | 2006-12-19 | 2008-05-22 | — |
| [WELLSPRING WEALTH MANAGEMENT LLC](https://search.stillhousedata.com/firm/134834) | 2005-06-21 | 2006-12-06 | — |
| [ASSOCIATED PLANNERS INVESTMENT ADVISORY INC](https://search.stillhousedata.com/firm/104790) | 2005-03-17 | 2006-12-07 | — |
| [CHARLES SCHWAB & CO., INC.](https://search.stillhousedata.com/firm/5393) | 2003-03-31 | 2005-03-31 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/2326989)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/2326989.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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