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.

Current firm

LYON WEALTH ADVISORS

Current firm class

mixed wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

1

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S63

First exam

Mar 13, 2014

First registration

Oct 18, 2017

Dual registered

no

Other names

LEE T MANN

IAPD individual key

6296619

• Occurred

  Aug 8, 2024
  Advisor changed firm

  Lee Thomas Mann left Vanguard Advisers, Inc. for Lyon Wealth Advisors (registered 2024-08-01)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:6a4cae52-e584-9145-0d5f-7aa6c239c527

First observed

Oct 18, 2017

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.