Best Investors
Account
Sign in
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2019-06-03 |
Branch Locations
323 Washington Ave N Ste 200, Minneapolis, MN 55401 • United States
9140 W Dodge Road Suite 230, Omaha, NE 68114 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| American Family Insurance | Eau Claire | WI | 06/2017 | 12/2017 |
| Luckys And Shenanigans | Eau Claire | WI | 10/2016 | 05/2017 |
| Grey Fox Financial | Minneapolis | MN | 06/2016 | 09/2016 |
| Buckle | Eau Claire | WI | 03/2014 | 10/2016 |
| Principal Life Insurance Company | Minneapolis | MN | 12/2017 | 06/2019 |
| Principal Securities Inc | Minneapolis | MN | 12/2017 | 06/2019 |
| Mutual Advisors, Llc. | Omaha | NE | 06/2019 | Present |
| Mutual Securities, Inc. | Camarillo | CA | 06/2019 | Present |
1. Mason Sheehy - Insurance Sales, Start Date: 06/01/2017, 323 N Washington Ave, Ste 200, Minneapolis, MN 55401, Sole Proprietor, Insurance Sales for Life, Disability and Long Term Care, Insurance Broker, Sell life, disability and long term care products for individuals and groups, Investment Related, 40 hours per month, 2 hours per day during trading hours. 2. Acting, Start Date: 05/01/2016, Acting, Actor, Portray various character roles in feature films, Not Investment Related, 6 hours per month, 0 hours per day during trading hours. 3. Grey Fox Financial Partners, LLC., Start Date: 08/24/2015, 323 Washington Ave N, Ste. 200, Minneapolis, MN 55401, LLC, Administrative Operations, Independent Contractor, Pass through from Mutual, Not Investment Related, 0 Hours per month, 0 Hours per day during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-19 |
| S63 | Uniform Securities Agent State Law Examination | 2018-01-10 |
Reach out to this advisor