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Matthew Russell Lane

Capital Investment Advisors, LLC

Atlanta, GA

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Current Employers
Capital Investment Advisors, Llc

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-08-18
GA RA APPROVED 2025-08-15
  • TX RA
    APPROVED
    Since 2025-08-18
  • GA RA
    APPROVED
    Since 2025-08-15

Branch Locations

10 Glenlake Parkway North Tower, Suite 1000, Atlanta, GA 30328 • 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
Wela Strategies, Inc. Atlanta GA 08/2017 11/2019
Education Starkville MS 08/2009 05/2019
Wela Strategies, Inc. Atlanta GA 11/2019 12/2025
Capital Investment Advisors Atlanta GA 08/2025 Present
Capital Investment Advisors Atlanta GA 01/2026 Present
  • 08/2017 → 11/2019
    Wela Strategies, Inc.
    Atlanta, GA
  • 08/2009 → 05/2019
    Education
    Starkville, MS
  • 11/2019 → 12/2025
    Wela Strategies, Inc.
    Atlanta, GA
  • 08/2025 → Present
    Capital Investment Advisors
    Atlanta, GA
  • 01/2026 → Present
    Capital Investment Advisors
    Atlanta, GA
Previous Registrations
  • 2019-11-21 → 2025-12-23
    Wela Strategies, Inc.
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-11-15
  • S65 Uniform Investment Adviser Law Examination
    2019-11-15

View on SEC IAPD

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EQUITY SERVICES, INC.

Other Investors

PARIMAL H PATEL
CLAYTON SHAWN GIBSON
FRANK THOMAS WATERSON
WILLIAM LEWIS LEVINE
CHAD JOSEPH NORFOLK
SEAN PATRICK COOK
JONATHAN CHRISTOPHER BRISTOW
MEREDITH STRUTT MIGHTY

Other Offices

LIQUID STRATEGIES, LLC · ATLANTA, GA
HB WEALTH · ATLANTA, GA
BISON WEALTH, LLC · ATLANTA, GA
BRIGHTER INVESTING, PB LLC · ATLANTA, GA
RBC CAPITAL MARKETS, LLC · Atlanta, GA
HB WEALTH · Atlanta, GA
AMERIPRISE FINANCIAL SERVICES, LLC · Atlanta, GA
NEWEDGE ADVISORS · Atlanta, GA

More in Atlanta, GA

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