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
William Lowry Lane
Feed of 09/14/2026
Also filed as William L Lane
At current firm
4 y
since Aug 28, 2022
In the industry
23 y
since Feb 5, 2003 (earliest exam, job or registration)
Prior registered firms
4
IAPD previous registrations
State registrations
1
current, as an IAR
Firms today
1
current registrations
Exams
S66
IA exams only
Book size
not public
not estimated here
Signals
1
dated events on this person
Registration history
IAPD current and previous registrations
- Ethos Financial Group, LLC independent RIA currentsince Aug 28, 2022 · King Of Prussia, Pa
- Almanack Investment Partners independent RIAFeb 13, 2019 to Aug 26, 2022 · Newtown Square, Pa
- Wells Fargo Advisors wirehouseJan 15, 2016 to Feb 19, 2019 · Radnor, Pa
- Credit Suisse Securities (USA) LLC formerApr 2, 2009 to Feb 10, 2016 · West Conshohocken, Pa
- Deutsche Bank Securities Inc. no RAUMMar 5, 2007 to Apr 9, 2009 · Philadelphia, Pa
Moves
a registration end followed by a registration begin elsewhere
- Almanack Investment Partners to Ethos Financial Group, LLCleft Aug 26, 2022, registered Aug 28, 2022 (2 days) · RIA to a newly registered adviser · moved with a team
- Wells Fargo Advisors to Almanack Investment Partnersleft Feb 19, 2019, registered Feb 13, 2019 (-6 days) · Wirehouse to independent RIA · moved with a team
- Credit Suisse Securities (USA) LLC to Wells Fargo Advisorsleft Feb 10, 2016, registered Jan 15, 2016 (-26 days) · Other · moved with a team
- Deutsche Bank Securities Inc. to Credit Suisse Securities (USA) LLCleft Apr 9, 2009, registered Apr 2, 2009 (-7 days) · Other
Signals
- William Lowry Lane left Almanack Investment Partners for Ethos Financial Group, Llc (registered 2022-08-28)Aug 26, 2022 · Advisor changed firm · fact
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
- Independent wealth managerderived
- Years in industry
- 23derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address