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Brea Nicole Morrison Dantin

Shepherd Financial Investment Advisory LLC

Sarasota, FL

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Current Employers
Shepherd Financial Investment Advisory Llc

111 Congressional Blvd., Suite 100, Carmel, IN 46032 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-03-06
  • FL RA
    APPROVED
    Since 2026-03-06

Branch Locations

3340 Bee Ridge Road, Sarasota, FL 34239 • 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
Procourse Fiduciary Advisors, Llc Carmel IN 06/2012 12/2025
Shepherd Financial Carmel IN 12/2025 Present
  • 06/2012 → 12/2025
    Procourse Fiduciary Advisors, Llc
    Carmel, IN
  • 12/2025 → Present
    Shepherd Financial
    Carmel, IN
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2004-12-22
  • S66 Uniform Combined State Law Examination
    2004-12-22
Other Names
  • Brea Nicole Morrison
  • Brea Nicole Dantin
  • Brea Morrison Dantin
  • Brea Nicole Morrison Dantin

View on SEC IAPD

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