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144 Gould Street Suite 210, Needham, MA 02494 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APP_PEND_IARCE | 2026-01-01 |
| MA | RA | APPROVED | 2022-05-03 |
Branch Locations
200 Midway Rd, Cranston, RI 02920 • United States
144 Gould Street Suite 210, Needham, MA 02494 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 02/2016 | 05/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | 05/2019 |
| Securities America, Inc. | Needham | MA | 05/2019 | 05/2022 |
| Securities America Advisors, Inc. | Needham | MA | 05/2019 | 05/2022 |
| Armstrong Advisory Group Inc. | Needham | MA | 05/2022 | Present |
(1) INSURANCE SALES: Mr. Lane is a licensed insurance agent/producer. Business is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Start date: 02/2022. Prior to 06/01/2022: Investment Related. All types of insurance products have been sold inclusive of those that require securities registration. Effective 06/01/2022: Investment related. Sales of Insurance Products that do not require securities licensing only. Number of hours: ~5 hours per month. (2) THE FINANCIAL EXCHANGE: Mr. Lane is a Radio Host. As such, Mr. Lane is co-hosting the radio program "The Financial Exchange". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of the financial show, Mr. Lane expresses his views and provides contemporaneous comments related to the general market, economic developments as well as certain educational information. Start date: 01/2021. Mr. Lane dedicates 8 hours a month to this activity. (3) PODCAST: "MAKE IT MAKE CENTS" Mr. Lane is a Podcast Co-Host. As such, Mr. Lane is co-hosting the podcast program produced by AAG "Make it Make Cents". Activity is conducted at 144 Gould St, Ste 210, Needham MA 02494, United States. Investment related: As a co-host of this online podcast Mr. Lane expresses his views and provides comments related to different financial topics. The podcast is produced with the intention of providing certain educational information to the public. Mr. Lane dedicates 10 hours a month to this activity.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-29 |
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