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.

Current firm

RBC CAPITAL MARKETS, LLC

Current firm class

national broker-dealer RIAderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Jul 31, 2002earliest registration or exam on IAPD

Years in industry

24derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

2

Designations

Certified Financial Planner

Exams

S66|S63

First exam

Jul 31, 2002

First registration

Oct 25, 2013

Dual registered

yes, broker-dealer

Other names

Lane Thomas

IAPD individual key

4553706

• Occurred

  Jun 20, 2024
  Advisor changed firm

  Jonathan Lane Thomas left Truist Advisory Services, Inc. for Rbc Capital Markets, Llc (registered 2024-06-21)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:fd7537ef-3552-ec9a-ca93-87cc60d21c7b

First observed

Oct 25, 2013

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.