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Daniel J. Lyons

CLARENDON INSURANCE AGENCY
Zionsville, IN 46077
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CRD#: 6305810
DL
Daniel Joseph Lyons IVCLARENDON INSURANCE AGENCY

Professional summary


Daniel Joseph Lyons IV, who also goes by Daniel Lyons IV, is a registered financial professional currently at CLARENDON INSURANCE AGENCY, INC. located in Zionsville, Indiana.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 2014. Daniel has worked at 3 firms and has passed the Series 99TO, SIE and Series 6 exams.

Aliases


Daniel Lyons Iv

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) - BD


Click below to view Daniel Joseph Lyons IV'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®
None

Experience


Current

May 11, 2026 - Present

CLARENDON INSURANCE AGENCY, INC.

Office #1: 10555 Group 1001 Way, Zionsville, IN 46077
BD
CRD#: 7395
Zionsville, IN
Past

June 19, 2019 - April 20, 2026

GLOBAL ATLANTIC DISTRIBUTORS, LLC

BD
CRD#: 8326
HARTFORD, CT
Past

January 23, 2019 - March 28, 2019

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Cincinnati, OH
Past

June 4, 2014 - January 4, 2019

THE O.N. EQUITY SALES COMPANY

BD
CRD#: 2936
Cincinnati, OH

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


General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
SRO Registrations
RR
FINRA

Current Firm


CI
CLARENDON INSURANCE AGENCY, INC.
CLARENDON INSURANCE AGENCY, INC. | GEORGE E. MADEN | EMAC TRADING LLC

CRD#: 7395 / SEC#: , 8-21590

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


Main Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Mailing Address
230 3rd Ave 6th Floor, Waltham, MA 02451
Phone number
(781) 790-8600
Established
Massachusetts since 03/04/1968
Firm type
Corporation
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (50 States and Territories)


Documents


Direct owners and executive officers


NamePositionCRD#
DELAWARE LIFE INSURANCE COMPANYSOLE SHAREHOLDER
BLOOM, MICHAEL SCOTTDIRECTOR & SECRETARY5200070
CAREY, ELIZABETHCHIEF COMPLIANCE OFFICER4889080
JOSEPH, JAMESFINANCIAL AND OPERATIONS PRINCIPAL6576566
LAKE, COLIN CPRESIDENT AND DIRECTOR2717313
WANG, FANG LINDADIRECTOR7675208

Red Flags


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

Company Information


CLARENDON INSURANCE AGENCY, INC.

CRD#: 7395Zionsville, IN 46077

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