DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
Registered advisor
Michael Allen Lane
Feed of 09/14/2026
Also filed as Mike Lane
At current firm
0 y
since Apr 9, 2026
In the industry
33 y
since Jul 1, 1993 (earliest exam, job or registration)
Prior registered firms
3
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66, S65, S63
IA exams only
Book size
not public
not estimated here
Signals
0
dated events on this person
Registration history
IAPD current and previous registrations
- Sagebrush Wealth Partners state registered currentsince Apr 9, 2026 · Elko, Nv
- Lane Investment Advisory Services LLC unclassifiedJul 2, 2009 to Jun 16, 2010 · Portland, Or
- Wallstreete Investment Advisors unclassifiedSep 17, 2008 to Jun 11, 2009 · Hilsboro, Or
- Quest Capital Strategies, Inc. formerAug 15, 2007 to Jun 24, 2008 · Laguna Hills, Ca
Moves
a registration end followed by a registration begin elsewhere
- Lane Investment Advisory Services LLC to Sagebrush Wealth Partnersleft Jun 16, 2010, registered Apr 9, 2026 (5776 days) · Other
- Wallstreete Investment Advisors to Lane Investment Advisory Services LLCleft Jun 11, 2009, registered Jul 2, 2009 (21 days) · Other
- Quest Capital Strategies, Inc. to Wallstreete Investment Advisorsleft Jun 24, 2008, registered Sep 17, 2008 (85 days) · Other
Signals
No dated event on this person.
Transition signals
Mobility scoring is not published yet. The observable conditions this page will draw on once the historical validation is done: tenure, the firm’s own departures and ownership changes, new state registrations, a new adviser entity with this person on Schedule A, and colleagues’ moves. Until precision and lead time are measured on known moves, no label is printed. Read the methodology.
Provenance
- Source
- IAPD individual compilation feedreportedadviserinfo.sec.gov
- Firm class
- STATE REGISTEREDderived
- Years in industry
- 33derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address