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4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-08-18 |
Branch Locations
4582 S Ulster St. Suite 1300, Denver, CO 80237 • United States
627 24 1/2 Rd H, Grand Junction, CO 81505 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | 08/2026 |
| U.S. Bank | Grand Junction | CO | 03/2024 | 06/2025 |
| Maurices | Grand Junction | CO | 02/2021 | 03/2024 |
| Mesa County Tennis | Grand Junction | CO | 05/2020 | 05/2023 |
| Colorado Mesa University | Grand Junction | CO | 08/2021 | 05/2025 |
| Grand Junction High School | Grand Junction | CO | 08/2016 | 05/2021 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 02/2026 | 08/2026 |
| Lpl Financial Llc | Grand Junction | CO | 08/2026 | Present |
| Denver Wealth Management, Inc. | Grand Junction | CO | 08/2026 | Present |
1) Mr. Lane is dually registered with LPL Financial LLC (“LPL Financial”) and Denver Wealth Management, Inc. ("DWM"). Mr. Lane has served as an investment advisor representative D and as a registered representative for LPL Financial since August 2026. Business is conducted from 627 24 1/2 rd, H, Grand Junction, CO, 81505. Approximately 5% of Mr. Lane’s time services as a registered representative. 2) Licensed insurance agent; Not investment-related; Grand Junction, CO, 81505; Insurance sales; Implementation of insurance recommendations; 5 hours per month, 0 during trading hours; Licensed insurance agent 3) Sole proprietorship; Not investment-related; Grand Junction, CO. 81504; Real estate property; Owner; 10/1/2 hours per month; 0 during trading hours; Manage the property and lease
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-14 |
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