Best Investors
Account
Sign in
Best Investors
Account
Sign in
28210 Paseo Drive Suite 190 Office 314, Wesley Chapel, FL 33543 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2024-08-28 |
| FL | RA | APPROVED | 2024-04-15 |
Branch Locations
28210 Paseo Drive Suite 190 Office 314, Wesley Chapel, FL 33543 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America, N.A./Merrill Lynch, Pierce, Fenner & Smith | Tampa | FL | 06/2011 | 11/2023 |
| Dalton Wade Real Estate Group | St. Petersburg | FL | 01/2024 | 07/2024 |
| Capital Wise Advisory Llc | Wesley Chapel | FL | 11/2023 | Present |
| Dalton Wade Real Estate Group | St. Petersburg | FL | 08/2025 | Present |
1.) Dana Lyon is currently self-employed as a Real Estate Sales associate at Dalton Wade Real Estate Group located at 260 1st Avenue South, Suite 200 Box 193, St. Petersburg, FL 33701. Start Date 08/2025. This is not investment-related and accounts for approximately 5% of his time. Clients of CWA are not involved in, nor are they solicited to participate in this outside business activity. 2.) Dana Lyon is on the Board of Directors of Grant-Booster Foundation Inc., a not for profit organization located in Pembroke Pines, FL. Mr. Lyon serves as the Board Treasurer and provides general treasurer responsibilities starting 08/2025. This is not investment-related and accounts for approximately 1% of his time.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
Reach out to this advisor