Denton Penn Lane

Employer firm

The Marshall Financial Group LLC CRD 146362

$736M regulatory AUM

Reported services (Item 5G)

• Portfolio management (individuals)
• Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 06/2022 → 12/2023
  Merrill Edge
  Hunt Valley, MD
• 06/2021 → 03/2022
  Victor Insurance Managers
  Bethesda, MD
• 06/2020 → 08/2020
  Tompkins Financial Corporation
  Ithaca, NY
• 06/2013 → 08/2020
  Purity Ice Cream Company
  Ithaca, NY
• 08/2018 → 05/2022
  Bard College
  Annandale-On-Hudson, NY
• 08/2015 → 05/2018
  Pomfret School
  Pomfret, CT
• 12/2023 → 05/2024
  Merrill Edge
  Baltimore, MD
• 05/2024 → 08/2025
  Farther Finance Advisors
  San Francisco, CA
• 06/2022 → 05/2024
  Bank Of America Merrill Lynch
  Hunt Valley, MD
• 09/2025 → Present
  Marshall Financial Group
  Hunt Valley, MD
• 09/2025 → Present
  The Marshall Financial Group Llc
  Hunt Valley, MD

Previous Registrations

• 2024-05-20 → 2025-08-22
  Farther
  San Francisco, CA
  Baltimore, MD
• 2022-11-04 → 2024-05-20
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  New York, NY
  Hunt Valley, MD
  Hunt Valley, MD

Exams

• S66 Uniform Combined State Law Examination
  2022-11-02

Other Names

• Denny Lane
• Denton Penn Lane
• Denton P Lane
• Denton Lane