Lyndon L. Davis
LIGHTSQUARE WEALTH MANAGEMENT | Financial Advisor
Farmington Hills, MI 48331
CRD#: 5217885
Professional summary
Lyndon L Davis is a registered financial advisor currently at LIGHTSQUARE WEALTH MANAGEMENT, LLC located in Farmington Hills, Michigan.
Lyndon is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2006. Lyndon has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
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.
(1)Name of Business: Address: 48072 West Oxford Lane, Canton, MI, 48187, United States Activity Type: Other Position/Title: Author Investment Related: Yes Start Date: 05/21/2021 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Write books and other content relating to finance and personal money management (2)Name of Business: Progressive People's Investments Address: P.O. Box 871011, Canton, MI, 48187, United States Activity Type: Rental Real Estate Position/Title: Agent, Owner/Proprietor Investment Related: Yes Start Date: 11/01/2005 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Buy, fix, rent/sell single and multifamily residential properties (3)Name of Business: LightSquare Insurance Agency Address: 6684 Valley Spring Rd., Bloomfield Hills, MI, 48301, United States Activity Type: Insurance Position/Title: Agent Investment Related: No Start Date: 08/2025 Hours per month devoted to this business: 0-1 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Primary purpose of this entity is to facilitate the flow of insurance commissions.
CRS (Client Relationship Summary) - RIA
Click below to view Lyndon L Davis's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 30, 2025 - Present
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Office #1: 33533 W 12 Mile Rd, #130, Farmington Hills, MI 48331RIA
CRD#: 324958
Farmington Hills, MI
Past
June 14, 2017 - May 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.
RIA
CRD#: 705
FARMINGTON HILLS, MI
Past
June 14, 2017 - May 1, 2025
RAYMOND JAMES & ASSOCIATES, INC.
BD
CRD#: 705
FARMINGTON HILLS, MI
Past
December 1, 2006 - June 19, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
RIA
CRD#: 7691
FARMINGTON HILLS, MI
Past
November 8, 2006 - June 19, 2017
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
BD
CRD#: 7691
FARMINGTON HILLS, MI
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
LW
LIGHTSQUARE WEALTH MANAGEMENT, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT
CRD#: 324958 / SEC#: 801-128092
RIA
Registered Investment Advisory firm - (6/21/2023 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Michigan(4/30/2025)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
LW
LIGHTSQUARE WEALTH MANAGEMENT, LLC
LIGHTSQUARE WEALTH MANAGEMENT, LLC | NAYHIFE WEALTH MANAGEMENT
CRD#: 324958 / SEC#: 801-128092
RIA
Registered Investment Advisory firm - (6/21/2023 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
30150 Telegraph Road Suite 170, Bingham Farms, MI 48025
Mailing Address
Phone number
(248) 641-3540
Established
Firm type
Fiscal year end
# of Employees
3
SEC notice filing (8 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 249 |
| AUM (Assets Under Management) | $ 131,412,984 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
Company Information
LIGHTSQUARE WEALTH MANAGEMENT, LLC
Financial AdvisorCRD#: 324958Farmington Hills, MI 48331TRUST BUT VERIFY
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Contact information
(xxx) xxx-xxxx
xxxxx@xxxx.xxx
