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

CHARLES SCHWAB & CO., INC.

Current firm class

national broker-dealer RIAderived

Book size

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

Industry start

Aug 1, 2014earliest registration or exam on IAPD

Years in industry

12derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Dec 23, 2014

First registration

Dec 23, 2014

Dual registered

yes, broker-dealer

Other names

JOHN JOSEPH LYONS|JOHN JOSEPH LYONS|John Lyons

IAPD individual key

6255381

• Occurred

  Nov 8, 2024
  Advisor changed firm

  John Joseph Lyons left Shorehaven Wealth Partners, Llc for Charles Schwab & Co., Inc. (registered 2025-02-24)

  Form ADVobserved 4 days ago
• Occurred

  Mar 10, 2022
  Advisor changed firm

  John Joseph Lyons left Blackrock Investment Management, Llc for Shorehaven Wealth Partners, Llc (registered 2024-01-17)

  Form ADVobserved 4 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:af9059bf-60bd-4cea-40cf-8e13d963dacf

First observed

Dec 23, 2014

Last observed

Sep 14, 2026 5 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.