James Antonio Lyday

Current Employers

Employment History

• 11/2014 → Present
  Ridge Retirement Consultants, Llc
  Franklin, TN
• 05/2016 → Present
  Pensionmark Financial Group, Llc
  Santa Barbara, CA
• 05/2016 → 09/2017
  Capfinancial Securities, Llc
  Raleigh, NC
• 09/2017 → Present
  Pensionmark Securities, Llc
  Brentwood, TN
• 10/2025 → Present
  World Investments, Inc.
  Brentwood, TN

Previous Registrations

• 2014-11-18 → 2016-12-31
  Ridge Retirement Consultants, Llc
  Franklin, TN
  New York, NY
  Brentwood, TN
• 2014-11-05 → 2016-02-23
  Raymond James Financial Services Advisors, Inc
  Franklin, TN
• 2013-02-07 → 2014-11-07
  Wells Fargo Clearing Services, Llc
  Brentwood, TN

Other Businesses

1. GERSON LEHRMAN GROUP, GLG; SOME CASES ARE INVESTMENT RELATED; 3000 VANDERBILT PLACE, NASHVILLE, TN, 37212; RETIREMENT PLAN CONSULTING; CONSULTANT; 1/2016; 2 HRS MONTH; 2 HRS MONTH; PROVIDE PROJECT CONSULTING ON RETIREMENT PLANS 2 Sprezzatura Consulting; Investment Related; 320 Seven Springs Way, Suite 250, Brentwood, TN; Retirement Plan Consulting; President/Owner; 4/2019; 10 hours/month during securities trading hours; Provide consulting services to various retirement plan industry companies; May include record keepers, TPAs, and asset management firms; May include strategic planning as well as deal preparation and individual coaching. 3. Pensionmark Insurance Partners; Investment Related; 229 Ward Circle, Suite A23, Brentwood, TN 37027; Insurance; Licensed Insurance Agent; 4/2021; 20 hours per month; 20 hours during trading hours; Provide consultation and recommendation of insurance products to clients and prospects. This includes, COLI, BOLI life insurance and long-term disability.

Exams

• S65 Uniform Investment Adviser Law Examination
  2013-02-06
• S63 Uniform Securities Agent State Law Examination
  1994-02-04

Other Names

• Jim A Lyday
• Jim Lyday