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Bryon Devon Pyle

Lifetime Financial, Inc.

Newport Beach, CA

CRD 7816854

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Employer firm

Lifetime Financial, Inc. CRD 161124

$63.3M regulatory AUM 38 advisory clients

Reported services (Item 5G)

  • Portfolio management (individuals)
  • Pension consulting
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
Lifetime Financial, Inc.

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-06-22
  • CA RA
    APPROVED
    Since 2026-06-22

Branch Locations

260 Newport Center Dr Ste 100, Newport Beach, CA 92660 • 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
Havasu Rentals Santa Ana CA 03/2011 Present
Crossmark Financial Corp. (Ca2668) Tustin CA 03/2003 Present
Lifetime Financial, Inc. Newport Beach CA 06/2026 Present
Lifetime Financial, Inc. Newport Beach CA 11/2024 11/2025
  • 03/2011 → Present
    Havasu Rentals
    Santa Ana, CA
  • 03/2003 → Present
    Crossmark Financial Corp. (Ca2668)
    Tustin, CA
  • 06/2026 → Present
    Newport Beach, CA
  • 11/2024 → 11/2025
    Newport Beach, CA
Previous Registrations
Other Businesses

1.) Commissions from Mortgage brokering. 2.) Manage my personal short term rental properties as an outside business practice not associated to Lifetime Financial or Lifetime Paradigm.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2023-09-13
  • S65 Uniform Investment Adviser Law Examination
    2023-09-13
Other Names
  • Bryon D Pyle

View on SEC IAPD

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