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RIA / WealthAdvisorCertified Financial Planner22 years in industry

ALLISON ANNE LYONS

Advisor at CORIENT

HOUSTON, TX

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Search this name across graphsid dfx:ria:49511d4a-600a-0dfe-6c60-28d5a43d4b0d

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 9:34 PM UTC and rebuilt at most every 15 minutes.

Relationships: 6
Dated events: 1
On other graphs: 0
Observed: Nov 17, 2003 to Sep 14, 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: CORIENT
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: Nov 17, 2003earliest registration or exam on IAPD
Years in industry: 22derivedfrom the industry start date
Years at current firm: 3derivedfrom the current registration's begin date
Prior firms: 5
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S63
First exam: May 11, 2009
First registration: Nov 17, 2003
Dual registered: no
Other names: ALLISON ANNE GREEN|ALLISON A. GREEN|ALLISON A. LYONS
IAPD individual key: 4625430

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
Corient	Independent wealth	Jan 31, 2023	n/a	yes	HOUSTON, TX	Current employment
STAVIS & COHEN PRIVATE WEALTH, LLC	Former SEC adviser	Mar 2, 2021	Mar 31, 2023	no	HOUSTON, TX	Previous registration
SCF PRIVATE WEALTH HOLDINGS, LLC	Former SEC adviser	May 3, 2010	Mar 15, 2021	no	HOUSTON, TX	Previous registration
EAGLE STRATEGIES LLC	Bd affiliated wealth	Jul 30, 2009	Mar 31, 2010	no	HOUSTON, TX	Previous registration
SEIDMAN PRIVATE ADVISORS LLC	Former SEC adviser	Jul 27, 2005	Mar 17, 2010	no	HOUSTON, TX	Previous registration
KPMG INVESTMENT ADVISORS	n/a	Nov 17, 2003	Dec 21, 2005	no	HOUSTON, TX	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
STAVIS & COHEN PRIVATE WEALTH, LLC	Corient	Mar 31, 2023	Jan 31, 2023	-59	Firm change after gap	RIA to RIA
SCF PRIVATE WEALTH HOLDINGS, LLC	STAVIS & COHEN PRIVATE WEALTH, LLC	Mar 15, 2021	Mar 2, 2021	-13	Firm change	RIA to RIA
EAGLE STRATEGIES LLC	SCF PRIVATE WEALTH HOLDINGS, LLC	Mar 31, 2010	May 3, 2010	33	Firm change	Other
SEIDMAN PRIVATE ADVISORS LLC	EAGLE STRATEGIES LLC	Mar 17, 2010	Jul 30, 2009	-230	Firm change after gap	Other
KPMG INVESTMENT ADVISORS	SEIDMAN PRIVATE ADVISORS LLC	Dec 21, 2005	Jul 27, 2005	-147	Firm change after gap	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
312366:319448:TX:2023-03-31	Mar 31, 2023	Jan 31, 2023	HOUSTON, TX	Firm change after gap
151299:312366:TX:2021-03-15	Mar 15, 2021	Mar 2, 2021	HOUSTON, TX	Firm change

Relationships

Registered with (6)

→ CORIENTRegistered adviserregistration: current employment
Jan 31, 2023 to presentfactForm ADV
→ STAVIS & COHEN PRIVATE WEALTH, LLCRegistered adviserregistration: previous registration
Mar 2, 2021 to Mar 31, 2023factForm ADV
→ SCF PRIVATE WEALTH HOLDINGS, LLCRegistered adviserregistration: previous registration
May 3, 2010 to Mar 15, 2021factForm ADV
→ EAGLE STRATEGIES LLCRegistered adviserregistration: previous registration
Jul 30, 2009 to Mar 31, 2010factForm ADV
→ SEIDMAN PRIVATE ADVISORS LLCRegistered adviserregistration: previous registration
Jul 27, 2005 to Mar 17, 2010factForm ADV
→ KPMG INVESTMENT ADVISORSRegistered adviserregistration: previous registration
Nov 17, 2003 to Dec 21, 2005factForm ADV

Dated events

Occurred
Mar 31, 2023
Advisor changed firm
Allison Anne Lyons left Stavis & Cohen Private Wealth, Llc for Corient (registered 2023-01-31)
Form ADVobserved 5 days ago