AdFi
DW

Donald Wayne Lamison

Investment Adviser Representative at SEQUINOX WEALTH MANAGEMENT, LLC

Lancaster, PACRD #2885405Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
28 yrs
States Registered
1 states
Exams Passed
5

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Pennsylvania
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 9/13/2018
Series 63
Uniform Securities Agent State Law Examination
Passed 3/16/1998
SIE
Securities Industry Essentials Examination
Passed 7/31/2018
Series 6
Investment Company Products/Variable Contracts Representative Examination
Passed 3/3/1998
Series 26
Investment Company Products/Variable Contracts Principal Examination
Passed 7/13/2015

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Blended rate
0.0145
Source

Sequinox Wealth Management, LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Employment history

Registration history as reported to FINRA, most recent first.

SEQUINOX WEALTH MANAGEMENT, LLCCurrent
6/5/2025 – Lancaster, PA
MULHOLLAND WEALTH ADVISORS, LLC
4/28/2022 – 7/17/2026Johnstown, PA
HIGHLAND FINANCIAL, LTD
9/13/2018 – 12/21/2023Johnstown, PA

Official records & sources

FINRA BrokerCheck record
Official broker registration & regulatory record
SEC IAPD record
SEC investment adviser registration record

Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck

Other advisors at SEQUINOX WEALTH MANAGEMENT, LLC

3 other advisors in the directory

Teressa Dawn Beard
Investment Adviser Representative
Investment Adviser Rep
Matthew J Lebo
Investment Adviser Representative
Dual-registered
Joseph Daniel Wirbick
Investment Adviser Representative
Investment Adviser Rep
View SEQUINOX WEALTH MANAGEMENT, LLC firm profile
About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Donald Wayne Lamison has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.