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Marcus Allen Lane

Stifel, Nicolaus & Company, Incorporated

San Luis Obispo, 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 2025-10-27
TX RA APPROVED 2025-10-27
  • CA RA
    APPROVED
    Since 2025-10-27
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

4460 Broad Street Suite 210, San Luis Obispo, CA 93401 • 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
Stifel San Luis Obispo CA 02/2023 Present
Left Coast T-Shirt Company San Luis Obispo CA 02/2022 12/2022
Unemployed Evanston IL 05/2021 12/2021
Michigan State University East Lansing MI 09/2017 04/2021
City Of Evanston - Ecology Center Evanston IL 06/2017 08/2017
Evanston Township High School Evanston IL 08/2013 06/2017
  • 02/2023 → Present
    Stifel
    San Luis Obispo, CA
  • 02/2022 → 12/2022
    Left Coast T-Shirt Company
    San Luis Obispo, CA
  • 05/2021 → 12/2021
    Unemployed
    Evanston, IL
  • 09/2017 → 04/2021
    Michigan State University
    East Lansing, MI
  • 06/2017 → 08/2017
    City Of Evanston - Ecology Center
    Evanston, IL
  • 08/2013 → 06/2017
    Evanston Township High School
    Evanston, IL
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-10-24
  • S66 Uniform Combined State Law Examination
    2025-10-24
Other Names
  • Marcus Lane

View on SEC IAPD

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MATT TAPANI KOKKONEN
James Ralph Haack
Joel Martin Dunbar
TODD ALAN THOMAS
CAROLYN JANE HERZOG

Other Offices

COMMONWEALTH FINANCIAL NETWORK · San Luis Obispo, CA
LPL FINANCIAL LLC · SAN LUIS OBISPO, CA
MML INVESTORS SERVICES, LLC · SAN LUIS OBISPO, CA
EDWARD JONES · SAN LUIS OBISPO, CA
STATE FARM INVESTMENT MANAGEMENT CORP. · San Luis Obispo, CA
CORVUS WEALTH ADVISORS LLC · SAN LUIS OBISPO, CA
PEAK WEALTH ADVISORS, INC. · SAN LUIS OBISPO, CA
CREW WEALTH MANAGEMENT · SAN LUIS OBISPO, CA

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