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105 S Narcissus Ave Suite 806, West Palm Beach, FL 33401 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-06-17 |
Branch Locations
105 S Narcissus Ave Suite 806, West Palm Beach, FL 33401 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palm Beach | FL | 01/2012 | 12/2018 |
| Bank Of America, N.A. | Palm Beach | FL | 04/2012 | 12/2018 |
| Alan & Company | Palm Beach Florida | FL | 04/2026 | Present |
| Unemployed | Palm Beach | FL | 01/2019 | 05/2019 |
| Lyons Wealth Management | Winter Park | FL | 05/2019 | Present |
| Innovation Partners Llc | Charlotte | NC | 01/2026 | Present |
Name of Business: Lyons Wealth Management Investment-Related Nature: Yes Address of the Other Business: Winter Park, FL 32789 Nature of the Other Business: Investment Management Position, Title, or Relationship: Client Portfolio Manager Start Date of the Relationship: 06/2019 Approximate Number of Hours per Month Devoted: 160 hrs/mo
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-20 |
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