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1560 Plaza West Drive, Prescott, AZ 86303 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-23 |
| AZ | RA | APPROVED | 2024-03-04 |
Branch Locations
1560 Plaza West Drive, Prescott, AZ 86303 • United States
7373 E. Doubletree Ranch Rd #200, Scottsdale, AZ 85258 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lane Brothers & Company Inc | Prescott | AZ | 07/2019 | 11/2022 |
| North Fork Public House | Eugene | OR | 04/2018 | 06/2019 |
| Enoteca | Austin | TX | 09/2015 | 02/2018 |
| Cwm, Llc | Omaha | NE | 09/2021 | 04/2022 |
| Lane Brothers & Copany, Inc. | Prescott | AZ | 11/2022 | Present |
1. NAME OF OTHER BUSINESS: Roberts & Lane Development NATURE OF BUSINESS: Real Estate START: 8/1/2022 POSITION: Assistant Manager APPX. HRS/MONTH: 2 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversee recurring maintenance and invoices 2. FIXED INSURANCE NATURE: Insurance START: 05/17/2023 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-05-23 |
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