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Allison Dayoan

Stifel, Nicolaus & Company, Incorporated

Irvine, CA

CRD 7840939

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Employer firm

Stifel, Nicolaus & Company, Incorporated CRD 793

$198B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (pooled vehicles)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers

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

Current Employers
Stifel, Nicolaus & Company, Incorporated

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-02-24
CA RA APPROVED 2026-02-23
  • TX RA
    APPROVED
    Since 2026-02-24
  • CA RA
    APPROVED
    Since 2026-02-23

Branch Locations

400 Spectrum Center Drive, Irvine, CA 92618 • 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, Nicolaus & Company, Incorporated Irvine CA 12/2023 Present
Tendergreens Irvine CA 07/2021 08/2023
Uc Irvine Irvine CA 09/2018 06/2022
Kumon Danville CA 06/2015 08/2018
Taco Bell San Ramon CA 05/2018 09/2018
Taco Bell San Ramon CA 06/2019 09/2019
Phoenix Food Court Irvine CA 10/2019 03/2020
N/A Irvine CA 08/2023 12/2023
  • 12/2023 → Present
    Stifel, Nicolaus & Company, Incorporated
    Irvine, CA
  • 07/2021 → 08/2023
    Tendergreens
    Irvine, CA
  • 09/2018 → 06/2022
    Uc Irvine
    Irvine, CA
  • 06/2015 → 08/2018
    Kumon
    Danville, CA
  • 05/2018 → 09/2018
    Taco Bell
    San Ramon, CA
  • 06/2019 → 09/2019
    Taco Bell
    San Ramon, CA
  • 10/2019 → 03/2020
    Phoenix Food Court
    Irvine, CA
  • 08/2023 → 12/2023
    N/A
    Irvine, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-02-21
  • S66 Uniform Combined State Law Examination
    2026-02-21

View on SEC IAPD

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