Kevin Patrick Lane

Current Employers

Lane Brothers Investment Counsel

1560 Plaza West Drive, Prescott, AZ 86303 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2024-08-23
AZ	RA	APPROVED	1994-08-17

TX RA
APPROVED

Since 2024-08-23
AZ RA
APPROVED

Since 1994-08-17

Branch Locations

1560 Plaza West Drive, Prescott, AZ 86303 • 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
Lane Brothers & Co., Inc	Prescott	AZ	01/1990	Present
Cwm, Llc	Omaha	NE	01/2021	02/2024

01/1990 → Present

Lane Brothers & Co., Inc

Prescott, AZ
01/2021 → 02/2024

Cwm, Llc

Omaha, NE

Previous Registrations

2021-01-04 → 2024-04-02

Cwm, Llc

Prescott, AZ

Omaha, NE

Scottsdale, AZ

Prescott, AZ

Other Businesses

1. NAME OF OTHER BUSINESS: Roberts & Lane Property Development, LLC NATURE OF BUSINESS: Real Estate START: 01/06/2000 POSITION: Managing Member APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Oversee building issues 2. FIXED INSURANCE NATURE: Insurance START: 6/5/2023 APPX. HRS/MONTH: 5 % APPX HRS/MONTH DURING TRADING HOURS: 2 POSITION: INSURANCE AGENT DUTIES: Sells Life, Health, Disability, Annuities & LTC

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	1995-07-27
S63	Uniform Securities Agent State Law Examination	1982-07-27

S65 Uniform Investment Adviser Law Examination

1995-07-27
S63 Uniform Securities Agent State Law Examination

1982-07-27

View on SEC IAPD