Investment adviser representative · Your Financial Partnership
Dilworth D. Lyman
CRD 4686881 · Lees Summit, MO
At a glance
Dilworth D. Lyman is an investment adviser representative with Your Financial Partnership in Lees Summit, MO, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Dilworth’s SEC record dates to 2005, about 21 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Your Financial PartnershipSince May 2018Lees Summit, MO · State-registered or not in the SEC’s list
SEC adviser record
- Registered since
- 2005 (21 years)
- Designations
- Certified Financial Planner
- Exams
- Series 66
- Registered in
- 2 states
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Dilworth’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 3 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
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Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.