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24B Grove Street, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-01-06 |
| MA | RA | APPROVED | 2023-05-10 |
| FL | RA | APPROVED | 2023-05-02 |
| NY | RA | APPROVED | 2023-04-26 |
Branch Locations
833 W Lincoln Highway Suite 410E - Shared Suite #1, Schererville, IN 46375 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ned Davis Research, Inc. | Venice | FL | 11/2013 | 09/2017 |
| Wells Capital Management | Los Angeles | CA | 09/2017 | 08/2019 |
| Sirios Capital Management | Boston | MA | 06/2020 | 08/2020 |
| Chicago Booth School Of Business | Chicago | IL | 09/2019 | 06/2021 |
| Vaughan Nelson Investment Management | Chicago | IL | 01/2021 | 05/2021 |
| Algebris Investments | Boston | MA | 08/2021 | 02/2023 |
| Unemployed | Boston | MA | 03/2023 | 03/2023 |
| Lyon Capital Management Llc | Pittsford | NY | 04/2023 | 01/2025 |
| Lyon Capital Management, Llc | Pittsford | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-06-14 |
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