BN
Brea Nicole Morrison Dantin
CRD 4430268
Firms
| Firm | Role | As of |
|---|---|---|
| Shepherd Financial Investment Advisory Llc | Registered representative | 07/20/2026 |
Roster data from IAPD; titles from the firms' websites where enriched.
Ownership stakes
-
Procourse Fiduciary Advisors, Llc
Chief Operations Officer · Less than 5% · Apr 2024
From Form ADV Schedule A/B filings.
Source
Registration data from IAPD (investment adviser representatives feed). View on IAPD ↗