Lyndon Richard Harrison

Current Employers

Employment History

• 02/2016 → 03/2017
  Grace Capital Management, Llc
  Ft. Myers, FL
• 11/2015 → 03/2017
  Grace Advisory Group, Llc
  Ft. Myers, FL
• 01/2012 → 12/2016
  Edinburgh Wealth Management, Inc.
  Santa Clarita, CA
• 03/2017 → 06/2021
  Retirement Wealth Advisors
  Fort Myers, FL
• 06/2018 → 06/2021
  Holistic Wealth Partners, Llc
  Venice, FL
• 07/2020 → 12/2022
  Cambridge Hall, Llc
  Naples, FL
• 06/2021 → 12/2022
  Andersen Harrison Insurance, Inc
  Naples, FL
• 06/2021 → 12/2022
  Andersen Harrison Advisors, Inc
  Naples, FL
• 06/2021 → 12/2023
  Truadvice, Llc
  Sarasota, FL
• 01/2019 → 12/2022
  Cypress Palms Management Services, Llc
  Naples, FL
• 12/2022 → 12/2023
  Gulf Harbor Financial
  Naples, FL
• 12/2023 → Present
  Bison Advisors
  Hartwell, GA
• 12/2023 → Present
  Gulf Harbor Financial
  Naples, FL

Previous Registrations

• 2023-12-18 → 2024-12-31
  Bison Wealth, Llc
  Naples, FL
  Atlanta, GA
• 2021-06-21 → 2023-12-13
  Truadvice Llc
  Naples, FL
  Sarasota, FL
  Naples, FL
• 2017-03-24 → 2021-06-15
  Brookstone Wealth Advisors, Llc
  Fort Myers, FL
  Cape Coral, FL
  Naples, FL
  Naples, FL
• 2016-02-29 → 2017-03-03
  Grace Capital Management, Llc
  Fort Myers, FL
• 2008-11-21 → 2010-10-29
  Corinthian Wealth Management
  Saugus, CA
• 2007-03-09 → 2008-06-20
  Usa Financial Securities Llc
  Simi Valley, CA
  Ada, MI
  Simi Valley, CA
• 2006-05-08 → 2006-12-31
  On Investment Management Co
  Simi Valley, CA
  Cincinnati, OH

Other Businesses

(1) WINDSOR LEASING, LLC, NON INVESTMENT RELATED, 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. LEASE RESIDENTIAL PROPERTIES, PROPERTY MANAGER, STARTED 06/2016, APPROXIMATELY 5 HOURS/MONTH DEVOTED DURING SECURITIES TRADING HOURS. MANAGE AND MAINTAIN RESIDENTIAL RENTAL PROPERTIES. (2) Paradise Coast Tax Services, LLC. Non-Investment related. 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. Tax Preparation and Notary. Started 4/2020. Approximately 10 hours per month spent, all during trading hours. Market tax services and provide notary acts. (3) Lifetime Learning Foundation, Inc. Non-investment related. 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109. 100% owner. Non Profit. Started 10/2018. Approximately 10 hours per month spent, all during trading hours. Promote financial education for senior citizens. (4) Ft. Myers Naples Church, Inc.; Non-Investment related. 15248 S Tamiami Trail, #900, Ft. Myers, FL 33908. Non Profit. No ownership. Started 3-2017. Approximately 10 hours per month spent, not during trading hours. Maintain financial accounting records for church financial transactions. (5) Gulf Harbor Benefits, LLC; NON INVESTMENT RELATED, 2430 Vanderbilt Beach Road, #108-388, Naples, FL 34109; 100% owner. Fixed insurance sales; Insurance Agent; Started 3/2017; Approximately 160 hours per month spent, all during trading hours. Sales of fixed insurance products. (6) CANYON CREST, LLC; NON-INVESTMENT RELATED, 2430 VANDERBILT BEACH RD,#108-388, NAPLES, FL 34109; BOOKKEEPING AND ACCOUNTING SERVICES; STARTED 05-24-23; APPROX 15 HOURS PER MO. DURING TRADING HOURS; PROVIDE GENERAL ACCOUNTING SERVICES. (7) HANCOCK PLUMBING, INC; NON-INVESTMENT RELATED, 4573 EXCHANGE AVE, #6, NAPLES, FL 34104; ACCOUNTANT; STARTED 11-25-24; APPROXIMATELY 160 HOURS PER MO DURING TRADING HOURS; MAINTAIN ACCOUNTING RECORDS AND OVERSEE ACCOUNTING FUNCTIONS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-01-11
• S63 Uniform Securities Agent State Law Examination
  2000-02-17

Designations

Other Names

• Lyndon R. Harrison