Lyndon L Davis

Current Employers

Lightsquare Wealth Management, Llc

30150 Telegraph Road Suite 170, Bingham Farms, MI 48025 • United States

Current Registrations

Authority	Category	Status	Date
MI	RA	APPROVED	2025-05-01

MI RA
APPROVED

Since 2025-05-01

Branch Locations

30150 Telegraph Road Suite 170, Bingham Farms, MI 48025 • United States

33533 W 12 Mile Rd, #130, Farmington Hills, MI 48331 • United States

Disclosures

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.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint Yes
Termination No

Employment History

Organization	City	State	From	To
Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691	Farmington Hills	MI	09/2006	06/2017
Bank Of America, Na	Farmington Hills	MI	09/2009	06/2017
Raymond James & Associates, Inc	Farmington Hills	MI	06/2017	04/2025
Lightsquare Wealth Management, Llc	Bingham Farms	MI	04/2025	Present
Lightsquare Insurance Agency	Bloomfield Hills	MI	08/2025	Present

09/2006 → 06/2017

Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691

Farmington Hills, MI
09/2009 → 06/2017

Bank Of America, Na

Farmington Hills, MI
06/2017 → 04/2025

Raymond James & Associates, Inc

Farmington Hills, MI
04/2025 → Present

Lightsquare Wealth Management, Llc

Bingham Farms, MI
08/2025 → Present

Lightsquare Insurance Agency

Bloomfield Hills, MI

Previous Registrations

2017-06-14 → 2025-05-01

Raymond James & Associates, Inc.

Farmington Hills, MI

Canton, MI
2006-12-01 → 2017-06-19

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Farmington Hills, MI

Farmington Hills, MI

Farmington Hills, MI

Other Businesses

(1)Name of Business: Address: 48072 West Oxford Lane, Canton, MI, 48187, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/21/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Write books and other content relating to finance and personal money management (2)Name of Business: Progressive People's Investments Address: P.O. Box 871011, Canton, MI, 48187, United States Activity Type: Rental Real Estate Position/Title: Agent, Owner/Proprietor Investment Related: Yes Start Date: 11/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buy, fix, rent/sell single and multifamily residential properties (3)Name of Business: LightSquare Insurance Agency Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Insurance Position/Title: Agent Investment Related: No Start Date: 08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary purpose of this entity is to facilitate the flow of insurance commissions.