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Lucas Lounello

Stifel, Nicolaus & Company, Incorporated

Newport Beach, CA

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Current Employers
Stifel, Nicolaus & Company, Incorporated

501 N Broadway, St Louis, MO 63102 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-08-28
TX RA APPROVED 2026-08-28
  • CA RA
    APPROVED
    Since 2026-08-28
  • TX RA
    APPROVED
    Since 2026-08-28

Branch Locations

520 Newport Center Drive Suite 1500, Newport Beach, CA 92660 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Corona Del Mar High School Newport Beach CA 09/2017 06/2021
Cowafornia Ice Cream & Coffee Newport Beach CA 06/2019 12/2020
Loyola Marymount University Los Angeles CA 08/2021 05/2025
Sabre Financial Services Torrance CA 10/2024 07/2026
Endless Sun Surf School Newport Beach CA 05/2023 08/2023
Mariners Christian School Costa Mesa CA 03/2016 06/2017
Unemployed Newport Beach CA 06/2017 08/2017
Osaic Wealth Scottsdale AZ 10/2024 07/2026
Stifel, Nicolaus & Company, Incorporated Newport Beach CA 07/2026 Present
  • 09/2017 → 06/2021
    Corona Del Mar High School
    Newport Beach, CA
  • 06/2019 → 12/2020
    Cowafornia Ice Cream & Coffee
    Newport Beach, CA
  • 08/2021 → 05/2025
    Loyola Marymount University
    Los Angeles, CA
  • 10/2024 → 07/2026
    Sabre Financial Services
    Torrance, CA
  • 05/2023 → 08/2023
    Endless Sun Surf School
    Newport Beach, CA
  • 03/2016 → 06/2017
    Mariners Christian School
    Costa Mesa, CA
  • 06/2017 → 08/2017
    Unemployed
    Newport Beach, CA
  • 10/2024 → 07/2026
    Osaic Wealth
    Scottsdale, AZ
  • 07/2026 → Present
    Stifel, Nicolaus & Company, Incorporated
    Newport Beach, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-27
  • S66 Uniform Combined State Law Examination
    2026-08-27

View on SEC IAPD

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