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RIA / WealthAdvisor21 years in industry

BREA NICOLE MORRISON DANTIN

Advisor at SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC

Sarasota, FL

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Search this name across graphsid dfx:ria:838deafa-9060-c6b6-a4ed-e994a9664ac8

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 3:47 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 1
On other graphs: 0
Observed: Jan 6, 2005 to Sep 14, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC
Current firm class: institutional managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Dec 22, 2004earliest registration or exam on IAPD
Years in industry: 21derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Dec 22, 2004
First registration: Jan 6, 2005
Dual registered: no
Other names: BREA NICOLE MORRISON|BREA NICOLE DANTIN|BREA MORRISON DANTIN|BREA NICOLE MORRISON DANTIN
IAPD individual key: 4430268

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	Institutional manager	Mar 6, 2026	n/a	yes	Sarasota, FL	Current employment
MJ RETIREMENT	Institutional manager	Jun 20, 2012	Jan 8, 2026	no	CARMEL, IN	Previous registration
STIFEL, NICOLAUS & COMPANY, INCORPORATED	National bd RIA	May 3, 2005	Jun 18, 2012	no	INDIANAPOLIS, IN\|INDIANAPOLIS, IN	Previous registration
KEYBANC CAPITAL MARKETS INC.	n/a	Jan 6, 2005	May 17, 2005	no	INDIANAPOLIS, IN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
MJ RETIREMENT	SHEPHERD FINANCIAL INVESTMENT ADVISORY LLC	Jan 8, 2026	Mar 6, 2026	57	Firm change	Other
STIFEL, NICOLAUS & COMPANY, INCORPORATED	MJ RETIREMENT	Jun 18, 2012	Jun 20, 2012	2	Firm change	Ibd to new firm
KEYBANC CAPITAL MARKETS INC.	STIFEL, NICOLAUS & COMPANY, INCORPORATED	May 17, 2005	May 3, 2005	-14	Firm change	Other

Relationships

Registered with (4)

→ SHEPHERD FINANCIAL INVESTMENT ADVISORY LLCRegistered adviserregistration: current employment
Mar 6, 2026 to presentfactForm ADV
→ MJ RETIREMENTRegistered adviserregistration: previous registration
Jun 20, 2012 to Jan 8, 2026factForm ADV
→ STIFEL, NICOLAUS & COMPANY, INCORPORATEDRegistered adviserregistration: previous registration
May 3, 2005 to Jun 18, 2012factForm ADV
→ KEYBANC CAPITAL MARKETS INC.Registered adviserregistration: previous registration
Jan 6, 2005 to May 17, 2005factForm ADV

Dated events

Occurred
Jan 8, 2026
Advisor changed firm
Brea Nicole Morrison Dantin left Mj Retirement for Shepherd Financial Investment Advisory Llc (registered 2026-03-06)
Form ADVobserved 6 days ago