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RIA / WealthAdvisorCertified Financial Planner11 years in industry

Alan Karlis Lane

Advisor at CRAWFORD INVESTMENT COUNSEL INC

ATLANTA, GA

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Search this name across graphsid dfx:ria:c708d929-ae7d-b808-7d28-e301e78b47b6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 5:15 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: May 23, 2017 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: CRAWFORD INVESTMENT COUNSEL INC
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: Jun 1, 2015earliest registration or exam on IAPD
Years in industry: 11derivedfrom the industry start date
Years at current firm: 1derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Designations: Certified Financial Planner
Exams: S65|S63
First exam: Jan 27, 2017
First registration: May 23, 2017
Dual registered: no
IAPD individual key: 5712333

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
CRAWFORD INVESTMENT COUNSEL INC	Independent wealth	Feb 14, 2025	n/a	yes	ATLANTA, GA	Current employment
TIDAL CREEK CAPITAL ADVISORS	Independent wealth	Oct 1, 2023	Dec 26, 2024	no	BLUFFTON, SC	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jan 5, 2023	Sep 8, 2023	no	SAN DIEGO, CA\|Oklahoma City, OK	Previous registration
QUALIA RETIREMENT PLANNING	n/a	May 3, 2022	Sep 27, 2022	no	OKLAHOMA CITY, OK	Previous registration
ARVEST WEALTH MANAGEMENT	Independent wealth	Apr 2, 2019	Feb 9, 2022	no	OKLAHOMA CITY, OK\|TULSA, OK\|Oklahoma City, OK	Previous registration
CAMARDA WEALTH ADVISORY GROUP	Independent wealth	Mar 25, 2019	Mar 26, 2019	no	FLEMING ISLAND, FL	Previous registration
TIDAL CREEK CAPITAL ADVISORS	Independent wealth	May 23, 2017	Feb 15, 2019	no	BLUFFTON, SC\|BLUFFTON, SC	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
TIDAL CREEK CAPITAL ADVISORS	CRAWFORD INVESTMENT COUNSEL INC	Dec 26, 2024	Feb 14, 2025	50	Firm change	RIA to RIA
LPL FINANCIAL LLC	TIDAL CREEK CAPITAL ADVISORS	Sep 8, 2023	Oct 1, 2023	23	Firm change	Ibd to RIA
QUALIA RETIREMENT PLANNING	LPL FINANCIAL LLC	Sep 27, 2022	Jan 5, 2023	100	Firm change	Other
ARVEST WEALTH MANAGEMENT	QUALIA RETIREMENT PLANNING	Feb 9, 2022	May 3, 2022	83	Firm change	Other
CAMARDA WEALTH ADVISORY GROUP	ARVEST WEALTH MANAGEMENT	Mar 26, 2019	Apr 2, 2019	7	Firm change	RIA to ibd
TIDAL CREEK CAPITAL ADVISORS	CAMARDA WEALTH ADVISORY GROUP	Feb 15, 2019	Mar 25, 2019	38	Firm change	RIA to RIA

Relationships

Registered with (6)

→ CRAWFORD INVESTMENT COUNSEL INCRegistered adviserregistration: current employment
Feb 14, 2025 to presentfactForm ADV
→ TIDAL CREEK CAPITAL ADVISORSRegistered adviserregistration: previous registration
Oct 1, 2023 to Dec 26, 2024factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jan 5, 2023 to Sep 8, 2023factForm ADV
→ QUALIA RETIREMENT PLANNINGRegistered adviserregistration: previous registration
May 3, 2022 to Sep 27, 2022factForm ADV
→ ARVEST WEALTH MANAGEMENTRegistered adviserregistration: previous registration
Apr 2, 2019 to Feb 9, 2022factForm ADV
→ CAMARDA WEALTH ADVISORY GROUPRegistered adviserregistration: previous registration
Mar 25, 2019 to Mar 26, 2019factForm ADV

Dated events

Occurred
Dec 26, 2024
Advisor changed firm
Alan Karlis Lane left Tidal Creek Capital Advisors for Crawford Investment Counsel Inc (registered 2025-02-14)
Form ADVobserved 4 days ago
Occurred
Sep 8, 2023
Advisor changed firm
Alan Karlis Lane left Lpl Financial Llc for Tidal Creek Capital Advisors (registered 2023-10-01)
Form ADVobserved 4 days ago
Occurred
Sep 27, 2022
Advisor changed firm
Alan Karlis Lane left Qualia Retirement Planning for Lpl Financial Llc (registered 2023-01-05)
Form ADVobserved 4 days ago
Occurred
Feb 9, 2022
Advisor changed firm
Alan Karlis Lane left Arvest Wealth Management for Qualia Retirement Planning (registered 2022-05-03)
Form ADVobserved 4 days ago