Sean Lyons

Current Employers

Employment History

• 01/2011 → 05/2021
  M Holdings Securities Inc
  Portland, OR
• 11/2013 → Present
  Deep Draft Consulting, Llc
  Allentown, PA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Macungie, PA
• 11/2025 → Present
  Integrity Alliance, Llc.
  Macungie, PA

Previous Registrations

• 2022-04-21 → 2025-11-03
  Lion Street Advisors, Llc
  Austin, TX
  Macungie, PA
• 2014-04-23 → 2021-04-14
  Deep Draft Consulting, Llc
  Allentown, PA
• 2015-01-09 → 2021-04-12
  M Holdings Securities, Inc.
  Bethlehem, PA
  Allentown, PA
• 2013-05-13 → 2016-07-14
  Cornerstone Financial Consultants Ltd
  Allentown, PA
• 2004-08-31 → 2013-04-23
  Cornerstone Institutional Investors, Inc.
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
  Bethlehem, PA
• 2006-02-09 → 2013-04-23
  Cornerstone Advisors Asset Management, Llc
  Bethlehem, PA
• 2004-09-02 → 2006-03-02
  Ycs Asset Management, Inc.
  Bethlehem, PA

Other Businesses

1) WBT STRATEGY, LLC POSITION: Owner NATURE: Insurance Sales INVESTMENT RELATED: No NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 04/30/2021 ADDRESS: 6943 Sunflower Ln, Macungie PA 18104, United States DESCRIPTION: Life Insurance Salesperson

Exams

• S65 Uniform Investment Adviser Law Examination
  2004-08-30
• S63 Uniform Securities Agent State Law Examination
  1998-02-11

Designations

Other Names

• Sean Patrick Lyons