Daniel Edward Morris

Current Employers

Employment History

• 11/2011 → Present
  Nylife Securities, Llc
  Arvada, CO
• 08/2011 → Present
  New York Life Insurance
  Arvada, CO
• 06/2014 → Present
  Eagle Strategies Llc
  Lakewood, CO
• 01/2015 → Present
  High Point Financial Group, Llc
  Lakewood, CO

Other Businesses

[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 215 UNION BLVD., SUITE 200, LAKEWOOD, CO 80228; START DATE 01/2015; ROLE/TITLE: INDEPENDENT CONTRACTOR; INVESTMENT RELATED; 10 HOURS PER MONTH; 10 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF HIGH POINT FINANCIAL GROUP, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; LAKEWOOD, CO; START DATE: 01/2015] [Austin Group Investments, LLC, DBA Financial Wellbeing Concepts; Instructional coaching - teaching and instructing professional advisors on brand building in community through live presentations, workshops; 9603 W Cross Place, Littleton, CO 80123; Start Date 09/2017; Role/Title: Owner; Investment Related; 15 hours per month; 4 hours per month during securities trading hours] [MindSpark Learning; non-profit, service level business regarding instruction and training of teachers/school admin; 455 South Pierce Street, Lakewood, CO 80226; Start Date 11/2018; Role/Title: Board Member; Not Investment Related; 4 hours per month; 4 hours per month during securities trading hours;strategic planning, supporting director with planning ideas and spreading the work of the organization into school districts][Colorado Gives Foundation; Community Foundation, non-profit, raising funds and managing donor advised funds for distribution into the community through grants.; 5855 Wadsworth Blvd Bypass A, Arvada, CO 80003; Start Date 01/2026; Role/Title: Board Member; Not Investment Related; 5 hours per month; 3 hours per month during securities trading hours; support community outreach and distribution of grants towards their mission]

Exams

• S65 Uniform Investment Adviser Law Examination
  2014-06-13
• S63 Uniform Securities Agent State Law Examination
  2014-02-07