DFX Intelligence
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.
Registered advisor
Mary K Lyons
Feed of 09/15/2026
Also filed as Mary Clelie Kane
At current firm
17 y
since Jul 31, 2009
In the industry
18 y
since Oct 30, 2007 (earliest exam, job or registration)
Prior registered firms
1
IAPD previous registrations
State registrations
19
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Oneamerica Securities, Inc. BD affiliated currentsince Jul 31, 2009 · Indianapolis, In
- Park Avenue Securities LLC BD affiliatedNov 1, 2007 to Jun 16, 2008 · Addison, Tx
Moves
a registration end followed by a registration begin elsewhere
- Park Avenue Securities LLC to Oneamerica Securities, Inc.left Jun 16, 2008, registered Jul 31, 2009 (410 days) · Other
Signals
No dated event on this person.
Transition signals
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.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- Broker-dealer affiliated wealth managerderived
- Years in industry
- 18derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address