Lani Lanfear

Current Employers

Employment History

• 12/2022 → Present
  New York Life Insurance Company
  Austin, TX
• 01/2021 → Present
  Capsula, Llc
  Austin, TX
• 01/2010 → 07/2022
  Kateshea, Llc (Fka Kash Home, Llc)
  Austin, TX
• 01/2016 → 06/2019
  Virtualatx
  Austin, TX
• 09/2023 → Present
  Nylife Securities Llc
  Austin, TX
• 07/2024 → Present
  Eagle Strategies Llc
  Austin, TX
• 12/2024 → Present
  The Rainier Financial Group, Llc
  Austin, TX

Other Businesses

[Kateshea, LLC (dormant); not investment related; 5900 Balcones Drive, STE 100 Austin , TX 78731; start 01/2010 ; have used for 2 separate DBAs over the last 13 years.; Owner; 0 hours; no remaining duties] [OPERATING UNDER THE DBA NAME OF The Rainier Financial Group, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; AUSTIN TX; START DATE: 12/2024][CapriCare, LLC DBA Qualicare Home Care Greater Austin; Home Care Agency; 2720 Bee Caves Road Suite 122 Rollingwood, TX 78746; Start Date 10/2025; Role/Title: Owner; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours][Insurance Brokering; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 6200 Bridge Point Parkway Suite Bldg 4 300 Austin, Tx 78730; Start Date 10/2025; Role/Title: Insurance Broker; Investment Related; 5 hours per month; 3 hours per month during securities trading hours]

Exams

• S65 Uniform Investment Adviser Law Examination
  2024-07-15
• S63 Uniform Securities Agent State Law Examination
  2023-10-16

Other Names

• Lani Gaye Lanfear
• Lani Lanfear Montgomery
• Lani Lanfaer Hallermann