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280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-24 |
| CA | RA | APPROVED | 2026-01-27 |
Branch Locations
280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Publix Supermarkets | Orlando | FL | 04/2014 | 02/2024 |
| Lyons Wealth Management | Winter Park | FL | 01/2023 | 04/2025 |
| Black Legend Capital | Los Angeles | CA | 04/2025 | 08/2025 |
| Lyons Wealth Management | Winter Park | FL | 08/2025 | Present |
| Truventic, Llc | Orlando | FL | 05/2021 | 11/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-03-11 |
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