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Current Employers
Lyons Wealth Management

280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-04-24
CA RA APPROVED 2026-01-27
  • FL RA
    APPROVED
    Since 2026-04-24
  • CA RA
    APPROVED
    Since 2026-01-27

Branch Locations

280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States

Disclosures

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

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 04/2014 → 02/2024
    Publix Supermarkets
    Orlando, FL
  • 01/2023 → 04/2025
    Winter Park, FL
  • 04/2025 → 08/2025
    Black Legend Capital
    Los Angeles, CA
  • 08/2025 → Present
    Winter Park, FL
  • 05/2021 → 11/2021
    Truventic, Llc
    Orlando, FL
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-11
  • S65 Uniform Investment Adviser Law Examination
    2024-03-11

View on SEC IAPD

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