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RIA / WealthAdvisordual registered (broker-dealer)32 years in industry

MATTHEW BLISS LANE

Advisor at WELLS FARGO ADVISORS

WESTFIELD, NJ | BETHESDA, MD

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Search this name across graphsid dfx:ria:f5289f8b-383e-bd08-5b5e-67996ef7e3f6

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 20, 2026, 8:05 PM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 1
On other graphs: 0
Observed: May 8, 2002 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: WELLS FARGO ADVISORS
Current firm class: wirehousederived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Mar 10, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S63|S65
First exam: Mar 10, 1994
First registration: May 8, 2002
Dual registered: yes, broker-dealer
Other names: MATT LANE
IAPD individual key: 2445327

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
WELLS FARGO ADVISORS	Wirehouse	Feb 5, 2026	n/a	yes	BETHESDA, MD\|WESTFIELD, NJ	Current employment
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Sep 21, 2016	Feb 6, 2026	no	WESTFIELD, NJ\|NEWTON LOWER FALLS, MA	Previous registration
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Apr 15, 2016	Aug 3, 2016	no	Middleton, MA\|Bedminster, NJ	Previous registration
WELLS FARGO ADVISORS	Wirehouse	Jul 11, 2008	May 31, 2011	no	SHORT HILLS, NJ\|BOSTON, MA	Previous registration
MORGAN STANLEY & CO. LLC	n/a	Apr 2, 2007	Jul 15, 2008	no	SHORT HILLS, NJ	Previous registration
MORGAN STANLEY DW INC.	n/a	Apr 8, 2004	Apr 2, 2007	no	WESTFIELD, NJ\|SHORT HILLS, NJ	Previous registration
CITIGROUP GLOBAL MARKETS INC.	Bd affiliated wealth	May 8, 2002	Apr 19, 2004	no	FLORHUM PARK, NJ	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
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	WELLS FARGO ADVISORS	Feb 6, 2026	Feb 5, 2026	-1	Firm change	Ibd to wirehouse
AMERIPRISE FINANCIAL SERVICES, LLC	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 3, 2016	Sep 21, 2016	49	Firm change	Other
WELLS FARGO ADVISORS	AMERIPRISE FINANCIAL SERVICES, LLC	May 31, 2011	Apr 15, 2016	1,781	Firm change after gap	Wirehouse to ibd
MORGAN STANLEY & CO. LLC	WELLS FARGO ADVISORS	Jul 15, 2008	Jul 11, 2008	-4	Firm change	Other
MORGAN STANLEY DW INC.	MORGAN STANLEY & CO. LLC	Apr 2, 2007	Apr 2, 2007	0	Bulk transfer	Other
CITIGROUP GLOBAL MARKETS INC.	MORGAN STANLEY DW INC.	Apr 19, 2004	Apr 8, 2004	-11	Firm change	Other

Relationships

Registered with (7)

→ WELLS FARGO ADVISORSRegistered adviserregistration: current employment
Feb 5, 2026 to presentfactForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Sep 21, 2016 to Feb 6, 2026factForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Apr 15, 2016 to Aug 3, 2016factForm ADV
→ WELLS FARGO ADVISORSRegistered adviserregistration: previous registration
Jul 11, 2008 to May 31, 2011factForm ADV
→ MORGAN STANLEY & CO. LLCRegistered adviserregistration: previous registration
Apr 2, 2007 to Jul 15, 2008factForm ADV
→ MORGAN STANLEY DW INC.Registered adviserregistration: previous registration
Apr 8, 2004 to Apr 2, 2007factForm ADV
→ CITIGROUP GLOBAL MARKETS INC.Registered adviserregistration: previous registration
May 8, 2002 to Apr 19, 2004factForm ADV

Dated events

Occurred
Feb 6, 2026
Advisor changed firm
Matthew Bliss Lane left Raymond James Financial Services Advisors, Inc for Wells Fargo Advisors (registered 2026-02-05)
Form ADVobserved 5 days ago