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.
Feed of 09/14/2026
Also filed as Cameron Lane
At current firm
1 y
since Jun 3, 2025
In the industry
12 y
since Aug 1, 2014 (earliest exam, job or registration)
Prior registered firms
2
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
2
dated events on this person
Registration history
IAPD current and previous registrations
- Alliancebernstein L.P. other currentsince Jun 3, 2025 · Nashville, Tn
- Fidelity Personal And Workplace Advisors formerAug 10, 2022 to Mar 5, 2025 · Westlake, Tx
- Equitable Advisors, LLC national BDOct 15, 2021 to Jun 13, 2022 · Fort Worth, Tx
Moves
a registration end followed by a registration begin elsewhere
- Fidelity Personal And Workplace Advisors to Alliancebernstein L.P.left Mar 5, 2025, registered Jun 3, 2025 (90 days) · Other
- Equitable Advisors, LLC to Fidelity Personal And Workplace Advisorsleft Jun 13, 2022, registered Aug 10, 2022 (58 days) · Affiliated broker-dealer or bank to another
Signals
- Cameron Lane left Fidelity Personal And Workplace Advisors for Alliancebernstein L.P. (registered 2025-06-03)Mar 5, 2025 · Advisor changed firm · fact
- Cameron Lane left Equitable Advisors, Llc for Fidelity Personal And Workplace Advisors (registered 2022-08-10)Jun 13, 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
- Other adviserderived
- Years in industry
- 12derivedfrom the earliest dated exam, employment or registration
- Not published
- disclosure flags, outside business text, branch street address