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
George Robert Lane
Certified Financial Planner
Feed of 09/14/2026
Also filed as Rob Lane
At current firm
0 y
since Mar 18, 2026
In the industry
21 y
since Oct 6, 2004 (earliest exam, job or registration)
Prior registered firms
9
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
- Clearstead; Clearstead Advisory Solutions independent RIA currentsince Mar 18, 2026 · Cleveland, Oh
- The Clarius Group, LLC formerJan 11, 2022 to Feb 18, 2026 · Seattle, Wa
- Joslin Capital Advisors LLC formerMay 9, 2021 to Aug 27, 2021 · Redmond, Wa
- Wealthspire Advisors formerJan 2, 2018 to Apr 19, 2021 · Seattle, Wa
- Lakeview Financial Group LLC formerMay 20, 2017 to Apr 18, 2018 · Seattle, Wa
- LPL Financial LLC BD affiliatedFeb 13, 2013 to Nov 17, 2015 · Bothell, Wa
- LPL Financial LLC BD affiliatedFeb 1, 2010 to Feb 28, 2011 · Bothell, Wa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 23, 2009 to Feb 4, 2010 · Bellevue, Wa
- Banc Of America Investment Services, Inc. unclassifiedApr 25, 2008 to Oct 23, 2009 · Bellevue, Wa
- Merrill Lynch, Pierce, Fenner & Smith Incorporated wirehouseOct 7, 2004 to Apr 29, 2008 · Seattle, Wa
Moves
a registration end followed by a registration begin elsewhere
- The Clarius Group, LLC to Clearstead; Clearstead Advisory Solutionsleft Feb 18, 2026, registered Mar 18, 2026 (28 days) · RIA to RIA · moved with a team
- Joslin Capital Advisors LLC to The Clarius Group, LLCleft Aug 27, 2021, registered Jan 11, 2022 (137 days) · RIA to RIA
- Wealthspire Advisors to Joslin Capital Advisors LLCleft Apr 19, 2021, registered May 9, 2021 (20 days) · RIA to RIA
- Lakeview Financial Group LLC to Wealthspire Advisorsleft Apr 18, 2018, registered Jan 2, 2018 (-106 days) · Other · moved with a team
- LPL Financial LLC to Lakeview Financial Group LLCleft Nov 17, 2015, registered May 20, 2017 (550 days) · Other
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to LPL Financial LLCleft Feb 4, 2010, registered Feb 1, 2010 (-3 days) · Other
- Banc Of America Investment Services, Inc. to Merrill Lynch, Pierce, Fenner & Smith Incorporatedleft Oct 23, 2009, registered Oct 23, 2009 (0 days) · corporate re-registration, not a move
- Merrill Lynch, Pierce, Fenner & Smith Incorporated to Banc Of America Investment Services, Inc.left Apr 29, 2008, registered Apr 25, 2008 (-4 days) · Other
Signals
- George Robert Lane left The Clarius Group, Llc for Clearstead; Clearstead Advisory Solutions (registered 2026-03-18)Feb 18, 2026 · 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
- 21derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address