David Robert Lyon is an investment adviser representative (IAR) with state registration records since 2022, appearing at 4 firms. Currently registered with LYON WEALTH ADVISORY LLC.
| Firm | From | To | Current |
|---|---|---|---|
| LYON WEALTH ADVISORY LLC | 2025-06-18 | present | Yes |
| MINISTRY PARTNERS SECURITIES, LLC | 2025-01-10 | 2025-02-18 | — |
| MARINER INDEPENDENT ADVISOR NETWORK, LLC | 2023-10-19 | 2024-10-17 | — |
| MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED | 2022-06-28 | 2023-09-06 | — |