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8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-27 |
| NC | RA | APPROVED | 2023-03-30 |
Branch Locations
8816 Red Oak Blvd. Suite 140, Charlotte, NC 28217 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Dimensional Fund Advisors | Charlotte | NC | 06/2016 | 01/2018 |
| John K. Mcgill & Company, Inc. | Charlotte | NC | 02/2018 | 06/2022 |
| Mcgill And Lyon Dental Advisors | Charlotte | NC | 07/2022 | Present |
| Lyon Wealth Advisors Group, Llc | Charlotte | NC | 02/2023 | Present |
| The Mcgill & Hill Group, Llc | Charlotte | NC | 02/2018 | Present |
Mr. Lyon currently serves as President and CEO and a Tax and Business Advisor of Wesley W. Lyon, II & Co., Inc. d/b/a McGill and Lyon Dental Advisors, located at 8816 Red Oak Blvd., Suite 240, Charlotte, NC 28217. McGill and Lyon Dental Advisors provides customized tax and business planning services to dentists and other specialists. The business is not investment-related. Mr. Lyon formed McGill and Lyon Dental Advisors in July 2022, and his basic duties include: consulting with clients regarding taxation and business planning, managing employees, and researching tax law. Mr. Lyon devotes approximately 30 hours per week to McGill and Lyon Dental Advisors, including approximately 30 hours per week during securities trading hours. Mr. Lyon also currently serves as a Speaker for The McGill & Hill Group, LLC, located at 8816 Red Oak Blvd., Suite 240, Charlotte, NC 28217. The McGill & Hill Group is an entity that provides marketing and hosts seminars, podcasts, and other events for four entities that provide services to dentists and other specialists, including McGill and Lyon Dental Advisors. The business is not investment-related. Mr. Lyon began working with The McGill & Hill Group in February 2018, and his basic duties include preparing for and speaking at seminars, on podcasts, and at other events for dentists and other specialists. Mr. Lyon devotes approximately 8 hours per week to McGill and Lyon Dental Advisors, including approximately 4 hours per week during securities trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-08-24 |
| S65 | Uniform Investment Adviser Law Examination | 2014-12-22 |
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