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Shannon M Lance

Morgan Stanley

Centerville, OH

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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-04-10
OH RA APPROVED 2026-04-06
  • TX RA
    APPROVED
    Since 2026-04-10
  • OH RA
    APPROVED
    Since 2026-04-06

Branch Locations

7777 Washington Village Drive Suite 100, Centerville, OH 45459 • 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
Morgan Stanley Centerville OH 07/2022 Present
Ues, Inc Dayton OH 11/2019 07/2022
The Kroger Co Monroe OH 11/2021 07/2022
Cayman Chemical Ann Arbor MI 05/2017 10/2019
Pl Marketing Cincinnati OH 05/2016 11/2016
Unemployed Cincinnati OH 11/2016 05/2017
  • 07/2022 → Present
    Morgan Stanley
    Centerville, OH
  • 11/2019 → 07/2022
    Ues, Inc
    Dayton, OH
  • 11/2021 → 07/2022
    The Kroger Co
    Monroe, OH
  • 05/2017 → 10/2019
    Cayman Chemical
    Ann Arbor, MI
  • 05/2016 → 11/2016
    Pl Marketing
    Cincinnati, OH
  • 11/2016 → 05/2017
    Unemployed
    Cincinnati, OH
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-04-04
  • S66 Uniform Combined State Law Examination
    2026-04-04

View on SEC IAPD

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RIDGELINE WEALTH PLANNING LLC
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FOUNDERS FINANCIAL SECURITIES LLC

Other Investors

JANICE MARIE CHINN
Richard Burkes
VICKEY LEE PARKS
PHILLIP JAMES JOHNSON
JERRY HENDERSON
TOBIAS MATTHEW JONES
Micah Paul McCollum
BRIAN KEITH SCHULTZ

Other Offices

PFS INVESTMENTS INC. · CENTERVILLE, OH
MCCOLLUM INVESTMENT ADVISORS · DAYTON, OH
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Dayton, OH
J.P. MORGAN SECURITIES LLC · DAYTON, OH
PNC WEALTH MANAGEMENT LLC · DAYTON, OH
RIDGELINE WEALTH PLANNING LLC · CENTERVILLE, OH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Dayton, OH
FOUNDERS FINANCIAL SECURITIES LLC · Dayton, OH

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