Tait Christopher Lane

Current Employers

Employment History

• 01/2010 → 08/2024
  Lpl Financial, Llc
  Issaquah, WA
• 05/2014 → 03/2019
  Financial Advocates Investment Management
  Issaquah, WA
• 11/2018 → 09/2022
  Triad Financial Strategies,Inc.(Dba:TRiad Investment Management)
  Issaquah, WA
• 01/2009 → 09/2022
  Triad Financial Strategies
  Issaquah, WA
• 09/2022 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2018-12-11 → 2022-11-15
  Triad Investment Management
  Issaquah, WA
• 2014-05-16 → 2019-03-29
  Financial Advocates Investment Management
  Olympia, WA
  Issaquah, WA
• 2010-03-12 → 2015-10-28
  Lpl Financial Llc
  Everett, WA
  Bothell, WA
  Issaquah, WA
  Tacoma, WA

Other Businesses

1) Merit Financial Advisors. Investment Related. At registered location. RIA. Financial Advisor. Regional Director/ Partner, IAR. 7/15/2024. 160. 160. Service Clients 2) Fixed Insurance. Investment Related. At registered location. Insurance. Agent. Agent. 7/15/2024.1.1. Provide insurance advice based on the needs of client(s) 3) Half Cup, LLC. Investment Related. Tacoma, WA. Real Estate Rental Owner. Owner. 06/27/2017. 1.1. Real Estate Rental 4) Lanesluck, LLC. Investment Related. 13615 424th Ave SE North Bend, WA 98045. Real Estate Rental. Owner. 1.0. Rental Income. 5) Pearl Professional Condominium Association. Not Investment Related. 1919 N Pearl St, Tacoma WA, 98406. Real Estate. Owner. Board Member. 9/30/2020. 5. 0. Management and maintenance of units. Property Owner. 6)Triad Financial Strategies. Investment Related. At the registered location. Holding Company. Owner. Owner. 11/2018. 3. 0. Holding company. 7) Deus Nobiscum, LLC; Investment-related; 188 Bellevue Way NE Bellevue, WA 98004; LLC holding personal real estate; President; 01/01/2025; 2; 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2010-03-11
• S63 Uniform Securities Agent State Law Examination
  2000-10-30