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Gregory J Lane

Wellfit Financial

Phoenix, AZ

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Current Employers
Wellfit Financial

Paradise Valley, AZ • United States

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2009-03-26
  • AZ RA
    APPROVED
    Since 2009-03-26

Branch Locations

11811 N. Tatum Blvd. #3031, Phoenix, AZ 85028 • 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
Lane Financial, P.C. Phoenix AZ 03/2009 Present
  • 03/2009 → Present
    Lane Financial, P.C.
    Phoenix, AZ
Previous Registrations
  • 2004-03-11 → 2009-04-01
    Aegis Financial Group, Inc.
    Phoenix, AZ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1996-04-23
S63 Uniform Securities Agent State Law Examination 1995-05-15
  • S65 Uniform Investment Adviser Law Examination
    1996-04-23
  • S63 Uniform Securities Agent State Law Examination
    1995-05-15
Designations

View on SEC IAPD

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