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Leonard A. Lyons

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CRD#: 1207722
LL

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Leonard Anthony Lyons, who also goes by Tony Lyons, was a registered financial professional .

Leonard is a previously registered financial professional and started their career in finance in 1983. Leonard had worked at 7 firms and has passed the Series 63, Series 7 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Tony Lyons

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

May 30, 2012 - October 21, 2013

HWJ CAPITAL PARTNERS II, LLC

BD
CRD#: 132135
BOCA RATON, FL
Past

April 21, 2009 - May 30, 2012

BEANPOT FINANCIAL SERVICES, INC.

BD
CRD#: 39549
GLENCOE, IL
Past

April 2, 2007 - October 3, 2007

FIREFLY CAPITAL, INC.

BD
CRD#: 113312
BOSTON, MA
Past

July 22, 1992 - December 21, 1992

BOSTON BAY CAPITAL, INC.

BD
CRD#: 7737
BOSTON, MA
Past

April 9, 1991 - June 12, 1991

KRUPP SECURITIES CORPORATION

BD
CRD#: 10908
BOSTON, MA
Past

May 1, 1990 - February 7, 1991

TITAN/VALUE EQUITIES GROUP, INC.

BD
CRD#: 6359
IRVINE, CA
Past

November 25, 1983 - March 8, 1988

MORGAN STANLEY DW INC.

BD
CRD#: 7556

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
Series 63
Date: 7/23/2009
Uniform Securities Agent State Law Examination
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


HC
HWJ CAPITAL PARTNERS II, LLC
HWJ CAPITAL PARTNERS II, LLC

CRD#: 132135 / SEC#: , 8-66560

BD
Broker-Dealer Firm Regulated by FINRA (Florida district office)
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Contact information


Main Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Mailing Address
7400 North Federal Highway Suite A5, Boca Raton, FL 33487
Phone number
(561) 910-5732
Established
Delaware since 04/26/2004
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (2 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Customer Relationship Summary (CRS / FINRA)

Direct owners and executive officers


NamePositionCRD#
HARCH, JOSEPH WILLIAMMANAGING MEMBER, CCO, CFO1331665

Disclosures


Regulatory Event1

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HWJ CAPITAL PARTNERS II, LLC

CRD#: 132135

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