DFX Intelligence

Data Factory

RIA / WealthAdvisor37 years in industry

OWEN S LYONS

Advisor at DEMAND WEALTH

OAKTON, VA | POTOMAC FALLS, VA

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:036da701-cf31-6e18-cd39-9f69709b0639

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:21 AM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 0
On other graphs: 0
Observed: Jul 25, 2002 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: DEMAND WEALTH
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jun 28, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Exams: S63|S66
First exam: Jun 28, 1989
First registration: Jul 25, 2002
Dual registered: no
Other names: Owen Spencer Lyons|OWEN S LYONS
IAPD individual key: 1687766

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
DEMAND WEALTH	Independent wealth	Dec 4, 2020	n/a	yes	POTOMAC FALLS, VA\|OAKTON, VA	Current employment
PRUCO SECURITIES, LLC	No RAUM reported	Nov 7, 2019	Feb 25, 2020	no	Hunt Valley, MD\|North Bethesda, MD	Previous registration
SPENCER LYONS PARTNERS, LLC	n/a	Apr 10, 2015	Dec 31, 2019	no	EASTON, MD	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Apr 7, 2014	Apr 25, 2014	no	EASTON, MD	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 29, 2009	Jul 27, 2012	no	GLEN ROCK, PA	Previous registration
NEUBERGER BERMAN BD LLC	No RAUM reported	Jul 25, 2002	Oct 4, 2002	no	NEW YORK, NY	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
PRUCO SECURITIES, LLC	DEMAND WEALTH	Feb 25, 2020	Dec 4, 2020	283	Firm change	Ibd to new firm
SPENCER LYONS PARTNERS, LLC	PRUCO SECURITIES, LLC	Dec 31, 2019	Nov 7, 2019	-54	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	SPENCER LYONS PARTNERS, LLC	Apr 25, 2014	Apr 10, 2015	350	Firm change	Other
LPL FINANCIAL LLC	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Jul 27, 2012	Apr 7, 2014	619	Firm change after gap	Other
NEUBERGER BERMAN BD LLC	LPL FINANCIAL LLC	Oct 4, 2002	Jul 29, 2009	2,490	Firm change after gap	Other

Relationships

Registered with (6)

→ DEMAND WEALTHRegistered adviserregistration: current employment
Dec 4, 2020 to presentfactForm ADV
→ PRUCO SECURITIES, LLCRegistered adviserregistration: previous registration
Nov 7, 2019 to Feb 25, 2020factForm ADV
→ SPENCER LYONS PARTNERS, LLCRegistered adviserregistration: previous registration
Apr 10, 2015 to Dec 31, 2019factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Apr 7, 2014 to Apr 25, 2014factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 29, 2009 to Jul 27, 2012factForm ADV
→ NEUBERGER BERMAN BD LLCRegistered adviserregistration: previous registration
Jul 25, 2002 to Oct 4, 2002factForm ADV

Dated events

No dated event names this entity yet.