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Current Employers
Clearstead; Clearstead Advisory Solutions

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2026-03-18
  • WA RA
    APPROVED
    Since 2026-03-18

Branch Locations

1100 Superior Ave East Suite 700, Cleveland, OH 44114 • United States

999 3Rd Avenue, Seattle, WA 98104 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Lakeview Financial Group Llc Seattle WA 04/2017 01/2018
Vestboard Seattle WA 02/2016 12/2016
Unemployed Seattle WA 01/2017 03/2017
Private Ocean Seattle WA 01/2018 05/2021
Joslin Capital Advisors, Llc Bellevue WA 05/2021 08/2021
Unemployed Edmonds WA 08/2021 12/2021
The Clarius Group, Llc Seattle WA 01/2022 01/2026
Clearstead Cleveland OH 02/2026 Present
  • 04/2017 → 01/2018
    Lakeview Financial Group Llc
    Seattle, WA
  • 02/2016 → 12/2016
    Vestboard
    Seattle, WA
  • 01/2017 → 03/2017
    Unemployed
    Seattle, WA
  • 01/2018 → 05/2021
    Private Ocean
    Seattle, WA
  • 05/2021 → 08/2021
    Joslin Capital Advisors, Llc
    Bellevue, WA
  • 08/2021 → 12/2021
    Unemployed
    Edmonds, WA
  • 01/2022 → 01/2026
    The Clarius Group, Llc
    Seattle, WA
  • 02/2026 → Present
    Clearstead
    Cleveland, OH
Previous Registrations
  • 2022-01-11 → 2026-02-18
    The Clarius Group, Llc
    Seattle, WA
  • 2021-05-09 → 2021-08-27
    Joslin Capital Advisors Llc
    Redmond, WA
  • 2018-01-02 → 2021-04-19
    Wealthspire Advisors
    Seattle, WA
    San Rafael, CA
  • 2017-05-20 → 2018-04-18
    Lakeview Financial Group Llc
    Seattle, WA
  • 2013-02-13 → 2015-11-17
    Bothell, WA
  • 2010-02-01 → 2011-02-28
    Bothell, WA
  • 2009-10-23 → 2010-02-04
    Bellevue, WA
    Bellevue, WA
    Bellevue, WA
  • 2008-04-25 → 2009-10-23
    Banc Of America Investment Services, Inc.
    Bellevue, WA
    Bellevue, WA
    Bellevue, WA
  • 2004-10-07 → 2008-04-29
    Seattle, WA
    Seattle, WA
Other Businesses

--ADMITTED TO WASHINGTON BAR IN JUNE 2004; WASHINGTON BAR LICENSE IS STILL CURRENT BUT NOT ACTIVELY PRACTICING LAW. --LICENSED REAL ESTATE BROKER IN WASHINGTON STATE

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-10-06
  • S66 Uniform Combined State Law Examination
    2004-10-06
Designations
Other Names
  • Rob Lane

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