Austin Lane

Current Employers

Employment History

• 09/2015 → 06/2017
  American Funds
  San Antonio, TX
• 06/2017 → 07/2021
  J.P. Morgan Securities Llc
  San Antonio, TX
• 07/2021 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 07/2021 → Present
  Greenwing Wealth Management Llc
  Helotes, TX
• 10/2021 → Present
  Two Creeks Energy, Llc
  Helotes, TX
• 06/2023 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2017-06-20 → 2021-08-03
  J.P. Morgan Securities Llc
  San Antonio,, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
  San Antonio, TX
• 2015-10-09 → 2017-06-16
  Capital Client Group, Inc.
  San Antonio, TX
• 2014-01-03 → 2015-08-25
  J.P. Morgan Securities Llc
  Paso Robles, CA
  Bakersfield, CA
  Bakersfield, CA
  Bakersfield, CA
  Taft, CA
  Bakersfield, CA
  Bakersfield, CA
  Bakersfield, CA

Other Businesses

1. NAME OF OTHER BUSINESS: FIXED INSURANCE WITH VARIOUS COMPANIES INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FIXED INSURANCE POSITION/TITLE/RELATIONSHIP: AGENT START DATE: 5/2019 APX NUMBER OF HOURS PER WEEK: 1 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: SELL ANNUITIES; 2. NAME OF OTHER BUSINESS: GREENWING WEALTH MANAGEMENT LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED ADDRESS NATURE OF BUSINESS: INVESTMENTS START DATE: 7/2021 POSITION/TITLE/RELATIONSHIP: PRESIDENT APX NUMBER OF HOURS PER WEEK: 40 APX NUMBER OF HOURS DURING TRADING HOURS: 40 BRIEF DESCRIPTION OF DUTIES: OVERSEEING CLIENT RELATIONSHIPS INCLUDING FINANCIAL PLANNING AND INVESTMENT ADVICE; 3. NAME OF OTHER BUSINESS: TWO CREEKS ENERGY, LLC INVESTMENT RELATED: NO, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: MINERAL RIGHTS, START DATE: 10/2021, POSITION/TITLE/RELATIONSHIP: MINORITY PARTNER, LESS THAN ONE HOUR PER WEEK, MAY BE DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: CLERICAL, COLLECT MAIL, SIGN FOR COMPANY ON BUSINESS TRANSACTIONS; 4. NAME OF OTHER BUSINESS: BANDERA NATURAL HISTORY MUSEUM INVESTMENT RELATED: NO, ADDRESS: 267 OLD SAN ANTONIO HWY, BANDERA, TX 78003 NATURE OF BUSINESS: MUSEUM, START DATE: 01/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, APX NUMBER OF HOURS DURING TRADING HOURS: 1, BRIEF DESCRIPTION OF DUTIES: ADVISE ON VARIOUS STRATEGIC INITIATIVES FOR THE ORGANIZATION; 5. NAME OF OTHER BUSINESS: THE CITY OF HELOTES ECONOMIC DEVELOPMENT CORPORATION, INVESTMENT RELATED: NO, ADDRESS: 12682 OLD F.M. 1560, SUITE 105, HELOTES, TX 78023, NATURE OF BUSINESS: CIVIC, START DATE: 03/2024, POSITION/TITLE/RELATIONSHIP: BOARD MEMBER, APX NUMBER OF HOURS PER WEEK: 1, NOT DURING TRADING HOURS, BRIEF DESCRIPTION OF DUTIES: ADVISE ON WAYS PROMOTE, ENCOURAGE, AND ENHANCE THE CREATION OF JOBS, THE EXPANSION OF THE LOCAL TAX BASE, AND OUR QUALITY-OF-LIFE BY CREATING GOALS AND PROJECTS EACH YEAR THROUGH THE STRATEGIC PLANNING PROCESS; 6. NAME OF OTHER BUSINESS: AUSTIN LANE - WRITER INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUS01/2025, POSITION/TITLE/RELATIONSHIP: AUTHOR, APX NUMBER OF HOURS PER WEEK: VARIES, APX NUMBER OF HOURS DURING TRADING HOURS: VARIES, BRIEF DESCRIPTION OF DUTIES: WRITING BOOK(S) RELATED TO FINANCIAL CONCEPTS. 7. NAME OF OTHER BUSINESS: ROTARY - FOUNDATION COMMITTEE/PRESIDENT - RISING LEADERS; INVESTMENT RELATED: NO; ADDRESS: 3801 BROADWAY ST SAN ANTONIO, TX 78209; NATURE OF BUSINESS: COMMUNITY SERVICE GROUP; START DATE: 11/2025; POSITION/TITLE/RELATIONSHIP: FOUNDATION COMMITTEE MEMBER; APX NUMBER OF HOURS PER WEEK: 1; APX NUMBER OF HOURS DURING TRADING HOURS: 0; BRIEF DESCRIPTION OF DUTIES: ATTEND COMMITTEE MEETINGS, LEADERSHIP, PLANNING AND MENTORSHIP

Exams

• S66 Uniform Combined State Law Examination
  2013-12-30
• S63 Uniform Securities Agent State Law Examination
  2012-05-22

Designations

Other Names

• Austin Lane
• Austin Albert Lane