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Lee Thomas Mann

Lyon Wealth Advisors

Charlotte, NC

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Current Employers
Lyon Wealth Advisors

8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • United States

Current Registrations

AuthorityCategoryStatusDate
NC RA APPROVED 2024-08-01
  • NC RA
    APPROVED
    Since 2024-08-01

Branch Locations

8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • 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
The Vanguard Group, Inc. Charlotte NC 02/2014 07/2024
Lyon Wealth Advisors Group, Llc Charlotte NC 08/2024 Present
  • 02/2014 → 07/2024
    The Vanguard Group, Inc.
    Charlotte, NC
  • 08/2024 → Present
    Lyon Wealth Advisors Group, Llc
    Charlotte, NC
Previous Registrations
Other Businesses

NAME OF BUSINESS: POA - Mother INVESTMENT-RELATED: ADDRESS: Charlotte NC START DATE: 1/2021 APPROXIMATE HOURS/MONTH: 1 HOURS DEVOTED DURING TRADING HOURS: 0

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2014-03-13
  • S63 Uniform Securities Agent State Law Examination
    2014-03-13
Designations
Other Names
  • Lee T Mann

View on SEC IAPD

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