Daniel Pecaut Morris

Current Employers

Employment History

• 03/2016 → Present
  Retirementdefenders.ORg
  Rochester, IL
• 03/2016 → 12/2016
  Oak Grove Investment Services, Inc
  Rochester, IL
• 01/2017 → Present
  Creativeone Securities, Llc
  Overland Park, KS

Previous Registrations

• 2014-05-14 → 2016-02-17
  Equitable Advisors, Llc
  Saint Louis, MO
  Creve Coeur, MO
  Creve Coeur, MO

Other Businesses

1.) Retirement Defenders; investment-related; 201 S WALNUT ST, Suite 205t Rochester, IL 62563; partner; securities and insurance business; 20% owner; 40 hrs/month; $40,000/year. 2.) Retiring Smarter; investment-related; 201 S WALNUT ST, Suite 205t Rochester, IL 62563; Mark changed the name from Retirement Peace; Education Company; Partner; 05/2022; 4-8 hr/month; teaching workshops 3.) Retirement Peace Project (Prosperity Partnerships): not investment related: 201 S WALNUT ST, Suite 205 Rochester, IL 62563; Education Company; Educator; 03/2016; 10/mo; 10/mo; teach classes on retirement 4.) Abraham Lincoln Unitarian Universalist Congregation; not investment related; 745 Woodside Rd Springfield, IL 62711; Worship services & social justice outreach; Board member of Endowment Committee & Auditor of Finance Committee; 07/2026; Quarterly meetings, review investments, confirm budget items, etc.

Exams

• S66 Uniform Combined State Law Examination
  2014-01-27

Other Names

• Daniel Morris