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280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-18 |
Branch Locations
Bonita Springs, FL • United States
280 W. Canton Ave Ste 430, Winter Park, FL 32789 • United States
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 Wealth Management Llc | Winter Park | FL | 05/2026 | Present |
| Cross Peach Capital | Southlake | TX | 01/2026 | Present |
| Sia Capital Management Llc | Grapevine | TX | 09/2013 | 12/2025 |
| Moneyblock | Chicago | IL | 03/2015 | 04/2023 |
1) Consultant for Cross Peach Capital LP. Consumes 20 hours/week and is compensated as salaried employee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-18 |
| S66 | Uniform Combined State Law Examination | 2001-09-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-29 |
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