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

BAYVIEW FINANCIAL PLANNING

Current firm class

state registeredderived

Book size

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

Industry start

Dec 1, 2015earliest registration or exam on IAPD

Years in industry

10derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S65

First exam

May 22, 2017

First registration

May 22, 2017

Dual registered

no

Other names

Stacy Jo Gay

IAPD individual key

6741242

• Occurred

  Nov 22, 2023
  Advisor changed firm

  Stacy Jo Miller left Lyons View Capital, Llc for Bayview Financial Planning (registered 2024-03-07)

  Form ADVobserved 5 days ago
• Occurred

  Nov 22, 2023
  Advisor changed firm

  Stacy Jo Miller left Bright Investments, Llc for Lyons View Capital, Llc (registered 2023-04-06)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:d58a57de-6f88-b304-16ca-e4d3cf998e03

First observed

May 22, 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.