DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Plannerdual registered (broker-dealer)37 years in industry

LANCE ALLEN LYDAY

Advisor at RAYMOND JAMES & ASSOCIATES, INC.

Carmel, IN | MCCORDSVILLE, IN

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:bb9aaf5f-7d9b-5f2b-3c3b-2bee35b15720

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 12:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: Nov 6, 1998 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: RAYMOND JAMES & ASSOCIATES, 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: Feb 1, 1989earliest registration or exam on IAPD
Years in industry: 37derivedfrom the industry start date
Years at current firm: 8derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S63|S65
First exam: Oct 9, 1991
First registration: Nov 6, 1998
Dual registered: yes, broker-dealer
IAPD individual key: 2181672

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
RAYMOND JAMES & ASSOCIATES, INC.	National bd RIA	Jun 19, 2018	n/a	yes	Carmel, IN\|MCCORDSVILLE, IN	Current employment
HARBOUR WEALTH PARTNERS, INC.	State registered	Feb 6, 2003	Nov 12, 2018	no	n/a	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jul 31, 2000	Jun 6, 2018	no	INDIANAPOLIS, IN	Previous registration
HARBOUR WEALTH PARTNERS, INC.	State registered	Nov 6, 1998	Dec 31, 2002	no	INDIANAPOLIS , IN	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
HARBOUR WEALTH PARTNERS, INC.	RAYMOND JAMES & ASSOCIATES, INC.	Nov 12, 2018	Jun 19, 2018	-146	Firm change after gap	Other
LPL FINANCIAL LLC	HARBOUR WEALTH PARTNERS, INC.	Jun 6, 2018	Feb 6, 2003	-5,599	Firm change after gap	RIA to state RIA
HARBOUR WEALTH PARTNERS, INC.	LPL FINANCIAL LLC	Dec 31, 2002	Jul 31, 2000	-883	Firm change after gap	Other

Relationships

Registered with (3)

→ RAYMOND JAMES & ASSOCIATES, INC.Registered adviserregistration: current employment
Jun 19, 2018 to presentfactForm ADV
→ HARBOUR WEALTH PARTNERS, INC.Registered adviserregistration: previous registration
Feb 6, 2003 to Nov 12, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jul 31, 2000 to Jun 6, 2018factForm ADV

Dated events

No dated event names this entity yet.