Brea N. Morrison Dantin
Professional summary
Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.
That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.
Brea Nicole Morrison Dantin, who also goes by Brea Nicole Dantin, Brea Nicole Morrison, Brea Morrison Dantin, was a registered financial professional .
Brea is a previously registered financial professional and started their career in finance in 2001. Brea had worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary)
The CRS(Customer Relationship Summary) document is not provided.
Certified licenses
Experience
June 20, 2012 - January 8, 2026
MJ RETIREMENT
May 3, 2005 - June 18, 2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED
May 3, 2005 - June 18, 2012
STIFEL, NICOLAUS & COMPANY, INCORPORATED
January 6, 2005 - May 17, 2005
KEYBANC CAPITAL MARKETS INC.
August 3, 2001 - May 17, 2005
KEYBANC CAPITAL MARKETS INC.
Primary Firm SEC Registration
MJ RETIREMENT
CRD#: 164328 / SEC#: 801-76741
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
Exams
Current Firm
MJ RETIREMENT
CRD#: 164328 / SEC#: 801-76741
Contact information
SEC notice filing (10 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 323 |
| AUM (Assets Under Management) | $ 5,071,033,397 |
Red Flags
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