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

Alan Karlis Lane

Crawford Investment Counsel Incindependent RIAAtlanta, GaIA-onlyIAPD 5712333

Certified Financial Planner

Feed of 09/14/2026

At current firm

1 y

since Feb 14, 2025

In the industry

11 y

since Jun 1, 2015 (earliest exam, job or registration)

Prior registered firms

IAPD previous registrations

State registrations

current, as an IAR

Firms today

current registrations

Exams

S65, S63

IA exams only

Book size

not public

not estimated here

Signals

dated events on this person

Registration history

IAPD current and previous registrations

Crawford Investment Counsel Inc independent RIA current
since Feb 14, 2025 · Atlanta, Ga
Tidal Creek Capital Advisors independent RIA
Oct 1, 2023 to Dec 26, 2024 · Bluffton, Sc
LPL Financial LLC BD affiliated
Jan 5, 2023 to Sep 8, 2023 · San Diego, Ca
Qualia Retirement Planning unclassified
May 3, 2022 to Sep 27, 2022 · Oklahoma City, Ok
Arvest Wealth Management independent RIA
Apr 2, 2019 to Feb 9, 2022 · Oklahoma City, Ok
Camarda Wealth Advisory Group independent RIA
Mar 25, 2019 to Mar 26, 2019 · Fleming Island, Fl
Tidal Creek Capital Advisors independent RIA
May 23, 2017 to Feb 15, 2019 · Bluffton, Sc

Moves

a registration end followed by a registration begin elsewhere

Tidal Creek Capital Advisors to Crawford Investment Counsel Inc
left Dec 26, 2024, registered Feb 14, 2025 (50 days) · RIA to RIA
LPL Financial LLC to Tidal Creek Capital Advisors
left Sep 8, 2023, registered Oct 1, 2023 (23 days) · Affiliated broker-dealer or bank to independent RIA
Qualia Retirement Planning to LPL Financial LLC
left Sep 27, 2022, registered Jan 5, 2023 (100 days) · Other
Arvest Wealth Management to Qualia Retirement Planning
left Feb 9, 2022, registered May 3, 2022 (83 days) · Other
Camarda Wealth Advisory Group to Arvest Wealth Management
left Mar 26, 2019, registered Apr 2, 2019 (7 days) · RIA to affiliated broker-dealer or bank
Tidal Creek Capital Advisors to Camarda Wealth Advisory Group
left Feb 15, 2019, registered Mar 25, 2019 (38 days) · RIA to RIA

Signals

Alan Karlis Lane left Tidal Creek Capital Advisors for Crawford Investment Counsel Inc (registered 2025-02-14)
Dec 26, 2024 · Advisor changed firm · fact
Alan Karlis Lane left Lpl Financial Llc for Tidal Creek Capital Advisors (registered 2023-10-01)
Sep 8, 2023 · Advisor changed firm · fact
Alan Karlis Lane left Qualia Retirement Planning for Lpl Financial Llc (registered 2023-01-05)
Sep 27, 2022 · Advisor changed firm · fact
Alan Karlis Lane left Arvest Wealth Management for Qualia Retirement Planning (registered 2022-05-03)
Feb 9, 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: 11derivedfrom the earliest dated exam, employment or registration
Not published: disclosure flags, outside business text, branch street address