Frederick Mark Lane

Current Employers

Finivi Inc.

1400 Computer Drive, Westborough, MA 01581 • United States

Current Registrations

Authority	Category	Status	Date
MA	RA	APPROVED	2018-03-19

MA RA
APPROVED

Since 2018-03-19

Branch Locations

1400 Computer Drive, Westborough, MA 01581 • 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

Organization	City	State	From	To
Signator Investors, Inc.	Boston	MA	04/2008	03/2018
Signator Investors, Inc.	Westborough	MA	10/1992	03/2018
Aspencross Wealth Management, Inc.	Westborough	MA	03/2018	Present
Triad Advisors	Norcross	GA	03/2018	03/2020

04/2008 → 03/2018

Signator Investors, Inc.

Boston, MA
10/1992 → 03/2018

Signator Investors, Inc.

Westborough, MA
03/2018 → Present

Aspencross Wealth Management, Inc.

Westborough, MA
03/2018 → 03/2020

Triad Advisors

Norcross, GA

Previous Registrations

2004-09-07 → 2018-03-14

Signator Investors, Inc.

Westborough, MA

Westborough, MA

Other Businesses

1)Finivi,Inc.;investment related;1400 Computer Drive,Westborough,MA 01581;registered investment advisor,insurance brokerage;IAR,financial planner;10/16/2018;120 hrs/month;6 hrs during trading;consulting,insurance broker-fixed insurance products,life,disability,LTC,etc.

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1999-04-02
S63	Uniform Securities Agent State Law Examination	1992-10-23

S65 Uniform Investment Adviser Law Examination

1999-04-02
S63 Uniform Securities Agent State Law Examination

1992-10-23

Designations

Other Names

Frederick M Lane

View on SEC IAPD

Current Employers

Finivi Inc.

Disclosures

Employment History

Previous Registrations

Other Businesses

Exams

Designations

Other Names

Other Firms

Other Investors

Other Offices

Reviews