RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
The names on this page are hidden. Create a free account and they fill in. No card, and every figure, date and source on this page is public either way.
D••••• W••••• L••••
- Title
- Presidentreportedpaxfinancialgroup.comfirm site, Sep 15, 2026
- Designations
- CFP, BFA, ChFCreportedpaxfinancialgroup.comas printed on the bio page, Sep 16, 2026
- Professional profile
- paxfinancialgroup.com/team-member/darryl-w-lyonsreportedpaxfinancialgroup.comfirm site, Sep 15, 2026
Only business contact points the firm published under its own name are shown; nothing is inferred, and personal accounts are never read. What the bio page says is printed as the firm printed it, with the sentence it came from; years are the firm’s claim, not a count of registrations.
- P•• F•••••••• G•••• independent RIA currentsince Jun 6, 2016 · San Antonio, Tx
- A•••••• R••••••• C•••••• independent RIANov 12, 2013 to Sep 14, 2016 · San Antonio, Tx
- L•• F•••••••• L•• BD affiliatedJan 26, 2007 to Oct 30, 2015 · San Antonio, Tx
- K•• • A••••••••• unclassifiedJul 19, 2005 to Oct 31, 2006 · San Antonio, Tx
- M•• I•••••••• S•••••••• L•• BD affiliatedApr 5, 2005 to Jan 31, 2007 · San Antonio, Tx
- A•••••• R••••••• C•••••• to P•• F•••••••• G••••left Sep 14, 2016, registered Jun 6, 2016 (-100 days) · Other · moved with a team
- L•• F•••••••• L•• to A•••••• R••••••• C••••••left Oct 30, 2015, registered Nov 12, 2013 (-717 days) · Other · moved with a team
- M•• I•••••••• S•••••••• L•• to K•• • A•••••••••left Jan 31, 2007, registered Jul 19, 2005 (-561 days) · Other
- K•• • A••••••••• to L•• F•••••••• L••left Oct 31, 2006, registered Jan 26, 2007 (87 days) · Other
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Independent wealth managerderived
- Years in industry
- 26derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address