Simone Lane

Current Employers

Employment History

• 04/2008 → 06/2023
  Lobdell Investment & Wealth Management
  Benicia, CA
• 04/2008 → 08/2018
  First Allied Securities, Inc
  San Diego, CA
• 03/2016 → 11/2020
  First Allied Advisory Services, Inc.
  Chesterfield, MO
• 08/2018 → 09/2022
  First Allied Securities, Inc
  San Diego, CA
• 11/2020 → 11/2020
  First Allied Advisory Services
  Schaumburg, IL
• 09/2022 → Present
  Cetera Advisors Llc
  Benicia, CA
• 08/2020 → Present
  Lobdell & Lane Wealth Management
  Benicia, CA
• 11/2020 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Previous Registrations

• 2016-03-02 → 2020-11-12
  First Allied Advisory Services, Inc.
  Benecia, CA
  San Diego, CA

Other Businesses

1) NAME OF OTHER BUSINESS: LOBDELL & LANE WEALTH MANAGEMENT; INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 8/2020, POSITION/TITLE/RELATIONSHIP: OWNER, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES; 2) BESPOKE BUDGETING; CONSULTANT; EDUCATION/TEACHING; START DATE 06/30/2022; 16 HOURS PER MONTH. 3) NAME OF OTHER BUSINESS: ENHANCED FINANCIAL GROUP, INVESTMENT RELATED: YES, ADDRESS: SAME AS REGISTERED LOCATION, NATURE OF BUSINESS: FINANCIAL SERVICES, START DATE: 12/2024 , POSITION/TITLE/RELATIONSHIP: FINANCIAL PROFESSIONAL, APX NUMBER OF HOURS PER WEEK: 40, APX NUMBER OF HOURS DURING TRADING HOURS: 32.5, BRIEF DESCRIPTION OF DUTIES: DBA FOR FINANCIAL SERVICES;

Exams

• S66 Uniform Combined State Law Examination
  2015-04-09