Alan Karlis Lane

Current Employers

Employment History

• 06/2015 → 08/2017
  Blackwell Boyd, Llc
  Bluffton, SC
• 02/2017 → 08/2017
  Live Oak Management Group, Llc
  Bluffton, SC
• 08/2017 → 02/2019
  Blackwell Boyd Wealth Mgmt / Live Oak Mgmt Group Llc
  Bluffton, SC
• 02/2019 → 03/2019
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 04/2019 → 01/2020
  Arvest Wealth Management
  Oklahoma City, OK
• 01/2020 → 02/2022
  Arvest Bank
  Oklahoma City, OK
• 01/2020 → 02/2022
  Arvest Wealth Management
  Oklahoma City, OK
• 02/2022 → 11/2022
  Qualia Retirement Planning, Llc
  Oklahoma City, OK
• 08/2021 → 07/2022
  Men's Wearhouse
  Oklahoma City, OK
• 06/2022 → 11/2022
  Qualia Tax Services Llc
  Oklahoma City, OK
• 12/2022 → 08/2023
  Lpl Financial Llc
  Oklahoma City, OK
• 08/2023 → 12/2024
  Tidal Creek Capital Advisors
  Bluffton, SC
• 10/2022 → 07/2023
  Mens Warehouse
  Oklahoma City, OK
• 01/2025 → Present
  Crawford Investment Counsel
  Atlanta, GA

Previous Registrations

• 2023-10-01 → 2024-12-26
  Tidal Creek Capital Advisors
  Bluffton, SC
• 2023-01-05 → 2023-09-08
  Lpl Financial Llc
  San Diego, CA
  Oklahoma City, OK
• 2022-05-03 → 2022-09-27
  Qualia Retirement Planning
  Oklahoma City, OK
• 2019-04-02 → 2022-02-09
  Arvest Wealth Management
  Oklahoma City, OK
  Tulsa, OK
  Oklahoma City, OK
• 2019-03-25 → 2019-03-26
  Camarda Wealth Advisory Group
  Fleming Island, FL
• 2017-05-23 → 2019-02-15
  Tidal Creek Capital Advisors
  Bluffton, SC
  Bluffton, SC

Exams

• S63 Uniform Securities Agent State Law Examination
  2019-05-17
• S65 Uniform Investment Adviser Law Examination
  2017-01-27

Designations