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Lyons Den Capital CRD 139577
$4.20M regulatory AUM 12 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
Zebulon, NC • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-19 |
| FL | RA | APPROVED | 2025-02-26 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lyons Den Capital | Zebulon | NC | 04/2010 | Present |
| Self-Employed - Patrick Lyons Insurance Services | Zebulon | NC | 05/2009 | Present |
| Unc Rex Wellness Center | Knightdale | NC | 06/2024 | Present |
| Lyons Den Foundation Inc | Zebulon | NC | 08/2023 | Present |
Name of business: Self-employed. Type of Business: Insurance Sales Start Date: May 2009 Approximate hours per month: Minimal Approximate hours during trading hours per month: 0 Hours Brief Description: Licensed insurance producer in North Carolina. Offers insurance products such as life and annuities on an as-needed basis. Not a primary focus of business.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-08-30 |
| S65 | Uniform Investment Adviser Law Examination | 1995-08-30 |
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