David Robert Lyon

8050 N Palm Ave Suite 310, Fresno, CA 93711 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-06-18

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Fresno	CA	03/2022	09/2023
Bank Of America	Fresno	CA	03/2022	09/2023
Taft Point Llc	Fresno	CA	06/2019	02/2022
Ice Lake Llc	Fresno	CA	07/2019	02/2022
Sarl 100 Ordener	Paris		03/2015	10/2018
N/A	Fresno	CA	11/2018	06/2019
Mariner Independent Advisor Network, Llc	Overland Park	KS	10/2023	10/2024
Warner Wealth Strategies	Fresno	CA	09/2023	10/2024
Lpl Financial Llc	Fresno	CA	10/2023	10/2024
Ministry Partners Securities, Llc	Brea	CA	01/2025	02/2025
Lyon Wealth Advisory, Llc	Madera	CA	01/2025	Present

03/2022 → 09/2023

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Fresno, CA
03/2022 → 09/2023

Bank Of America

Fresno, CA
06/2019 → 02/2022

Taft Point Llc

Fresno, CA
07/2019 → 02/2022

Ice Lake Llc

Fresno, CA
03/2015 → 10/2018

Sarl 100 Ordener

Paris
11/2018 → 06/2019

N/A

Fresno, CA
10/2023 → 10/2024

Mariner Independent Advisor Network, Llc

Overland Park, KS
09/2023 → 10/2024

Warner Wealth Strategies

Fresno, CA
10/2023 → 10/2024

Lpl Financial Llc

Fresno, CA
01/2025 → 02/2025

Ministry Partners Securities, Llc

Brea, CA
01/2025 → Present

Lyon Wealth Advisory, Llc

Madera, CA

Code	Exam	Date
S66	Uniform Combined State Law Examination	2022-06-25

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