DFX Intelligence

Data Factory

RIA / WealthAdvisorCertified Financial Planner21 years in industry

GEORGE ROBERT LANE

Advisor at CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS

Seattle, WA | CLEVELAND, OH

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:29eee199-0e7f-cef0-ef6a-d604bcdc077a

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 9:40 AM UTC and rebuilt at most every 15 minutes.

Relationships: 10
Dated events: 1
On other graphs: 0
Observed: Oct 7, 2004 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Oct 6, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 9
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S66
First exam: Oct 6, 2004
First registration: Oct 7, 2004
Dual registered: no
Other names: ROB LANE
IAPD individual key: 4839034

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Independent wealth	Mar 18, 2026	n/a	yes	CLEVELAND, OH\|Seattle, WA	Current employment
THE CLARIUS GROUP, LLC	Former SEC adviser	Jan 11, 2022	Feb 18, 2026	no	SEATTLE, WA	Previous registration
JOSLIN CAPITAL ADVISORS LLC	Former SEC adviser	May 9, 2021	Aug 27, 2021	no	REDMOND, WA	Previous registration
WEALTHSPIRE ADVISORS	Former SEC adviser	Jan 2, 2018	Apr 19, 2021	no	SEATTLE, WA\|SAN RAFAEL, CA	Previous registration
LAKEVIEW FINANCIAL GROUP LLC	Former SEC adviser	May 20, 2017	Apr 18, 2018	no	SEATTLE, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 13, 2013	Nov 17, 2015	no	BOTHELL, WA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Feb 1, 2010	Feb 28, 2011	no	BOTHELL, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 23, 2009	Feb 4, 2010	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
BANC OF AMERICA INVESTMENT SERVICES, INC.	n/a	Apr 25, 2008	Oct 23, 2009	no	BELLEVUE, WA\|BELLEVUE, WA\|BELLEVUE, WA	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 7, 2004	Apr 29, 2008	no	SEATTLE, WA\|SEATTLE, WA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
THE CLARIUS GROUP, LLC	CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONS	Feb 18, 2026	Mar 18, 2026	28	Firm change	RIA to RIA
JOSLIN CAPITAL ADVISORS LLC	THE CLARIUS GROUP, LLC	Aug 27, 2021	Jan 11, 2022	137	Firm change	RIA to RIA
WEALTHSPIRE ADVISORS	JOSLIN CAPITAL ADVISORS LLC	Apr 19, 2021	May 9, 2021	20	Firm change	RIA to RIA
LAKEVIEW FINANCIAL GROUP LLC	WEALTHSPIRE ADVISORS	Apr 18, 2018	Jan 2, 2018	-106	Firm change after gap	Other
LPL FINANCIAL LLC	LAKEVIEW FINANCIAL GROUP LLC	Nov 17, 2015	May 20, 2017	550	Firm change after gap	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	LPL FINANCIAL LLC	Feb 4, 2010	Feb 1, 2010	-3	Firm change	Other
BANC OF AMERICA INVESTMENT SERVICES, INC.	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Oct 23, 2009	Oct 23, 2009	0	Bulk transfer	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	BANC OF AMERICA INVESTMENT SERVICES, INC.	Apr 29, 2008	Apr 25, 2008	-4	Firm change	Other

Team moves

moves this advisor made together with colleagues (two or more registrations ending and beginning together)

Team	Left	Joined	From	Kind
173347:105674:WA:2026-02-11	Feb 18, 2026	Mar 18, 2026	SEATTLE, WA	Firm change
139594:110666:WA:2018-04-18	Apr 18, 2018	Jan 2, 2018	SEATTLE, WA	Firm change after gap

Relationships

Registered with (8)

→ CLEARSTEAD; CLEARSTEAD ADVISORY SOLUTIONSRegistered adviserregistration: current employment
Mar 18, 2026 to presentfactForm ADV
→ THE CLARIUS GROUP, LLCRegistered adviserregistration: previous registration
Jan 11, 2022 to Feb 18, 2026factForm ADV
→ JOSLIN CAPITAL ADVISORS LLCRegistered adviserregistration: previous registration
May 9, 2021 to Aug 27, 2021factForm ADV
→ WEALTHSPIRE ADVISORSRegistered adviserregistration: previous registration
Jan 2, 2018 to Apr 19, 2021factForm ADV
→ LAKEVIEW FINANCIAL GROUP LLCRegistered adviserregistration: previous registration
May 20, 2017 to Apr 18, 2018factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Feb 13, 2013 to Nov 17, 2015factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 23, 2009 to Feb 4, 2010factForm ADV
→ BANC OF AMERICA INVESTMENT SERVICES, INC.Registered adviserregistration: previous registration
Apr 25, 2008 to Oct 23, 2009factForm ADV

Dated events

Occurred
Feb 18, 2026
Advisor changed firm
George Robert Lane left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)
Form ADVobserved 4 days ago