William Frank Lyon

Current Employers

Employment History

• 04/1986 → Present
  New York Life Insurance Co
  Cincinnati, OH
• 05/1986 → Present
  Nylife Securities Llc
  Cincinnati, OH
• 02/2007 → Present
  The Lyon Group, Llc
  Cincinnati, OH
• 03/2003 → Present
  Eagle Strategies Llc
  Cincinnati, OH

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH VARIOUS OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; INSURANCE BROKER; START DATE 02/2007] [OPERATING UNDER THE DBA NAME OF THE LYON GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CINCINNATI, OH; INVESTMENT RELATED; START DATE 02/2007] [ STRATEGIC NAVIGATION/HOLISTIC NAVIGATION CONSULTING; CONSULTANT; FACILITATE A DISCUSSION GROUP; 40 HOURS ANNUALLY; START DATE 10/2003; NON-INVESTMENT RELATED] [NYLARC Holding Company; Reinsuring life insurance that I write with New York Life; 51 Madison Ave., New Yrok, NY 10010; Start Date 09/2009; Role/Title: Investor; Investment Related; 1 hours per month; 1 hours per month during securities trading hours][Heritage Universalist Unitarian Church; small church located in Cincinnati, OH; 2710 Newtown Road, Cincinnati, OH 45244; Start Date 09/2025; Role/Title: Minister; Not Investment Related; 80 hours per month; 20 hours per month during securities trading hours; pastoral care][LyonShare Ministries; ordained minister.; 3084 Crooked Stick Ct., Cincinnati, OH 45244; Start Date 06/2025; Role/Title: Community Minister; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  1998-10-09
• S63 Uniform Securities Agent State Law Examination
  1988-01-29

Designations

Other Names

• Bill Lyon
• William F Lyons