Shane David Morris

Current Employers

Dana Investment Advisors Inc

20700 Swenson Drive, Suite 400, Waukesha, WI 53186-0904 • United States

Current Registrations

Authority	Category	Status	Date
CO	RA	APPROVED	2022-10-07

CO RA
APPROVED

Since 2022-10-07

Branch Locations

Colorado Springs, CO • 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

Organization	City	State	From	To
Parsonex Securities, Inc.	Englewood	CO	04/2016	07/2017
Niemann Capital Management	Carson City	NV	05/2014	07/2017
Mid Atlantic Capital Corporation	Pittsburgh	PA	08/2017	02/2019
Primerica Financial Services	Duluth	GA	02/2019	12/2021
Dana Investment Advisors, Inc.	Waukesha	WI	01/2022	Present

04/2016 → 07/2017

Parsonex Securities, Inc.

Englewood, CO
05/2014 → 07/2017

Niemann Capital Management

Carson City, NV
08/2017 → 02/2019

Mid Atlantic Capital Corporation

Pittsburgh, PA
02/2019 → 12/2021

Primerica Financial Services

Duluth, GA
01/2022 → Present

Dana Investment Advisors, Inc.

Waukesha, WI

Previous Registrations

2021-08-17 → 2021-12-17

Pfs Investments Inc.

Duluth, GA

Other Businesses

RENTAL PROPERTY~NON INVESTMENT RELATED~SOUTH DEXTON WAY, DENVER, CO 80222~RENTAL PROPERTY~OWNER~2004~1HR PER MONTH~0HRS PER MONTH DURING MARKET~MAINTENANCE AS NEEDED

Exams

Code	Exam	Date
S65	Uniform Investment Adviser Law Examination	2019-03-20
S63	Uniform Securities Agent State Law Examination	2006-09-21

S65 Uniform Investment Adviser Law Examination

2019-03-20
S63 Uniform Securities Agent State Law Examination

2006-09-21

View on SEC IAPD