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Palm Beach, FL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-02-02 |
| TX | RA | APPROVED | 2021-02-19 |
| MA | RA | APPROVED | 2020-08-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lane Generational Llc | Dover | MA | 08/2020 | Present |
| Raymond James & Associates, Inc. | Boston | MA | 10/2014 | 08/2020 |
IAR serves as (non-compensated) trustee of charitable trust and family trusts. Services as trustee may involve investments. IAR conducts these activities from Lane's office. Service as trustee of charitable trust started in June 2019. IAR spends approximately 1 hour per month (during trading hours) on these activities.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-03 |
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