Connor Mason

Current Employers

Employment History

• 08/2016 → 12/2019
  Florida Gulf Coast University
  Fort Myers, FL
• 01/2020 → 06/2021
  Bell Financial Services
  Marquette, MI
• 06/2021 → 08/2026
  Bell Financial Services
  Marquette, MI
• 06/2021 → 08/2026
  Commonwealth Financial Network
  Waltham, MA
• 08/2026 → Present
  Merit Financial Advisors
  Alpharetta, GA

Previous Registrations

• 2021-05-18 → 2026-08-17
  Commonwealth Financial Network
  Marquette, MI

Other Businesses

Wawonowin Country Club; Not investment-related; 3432 County Road 478, Champion MI 49814; Serve as a board member, VP, and member of personnel/finance committees to help guide decision making and strategic direction of golf course; Vice President; 2020-11-01; 3 hours monthly; 0 hours during securities trading hours; I'm a member of the finance committee of the golf course. I have no trustee, executor, or signing authorities on the bank accounts and there are no discussions regarding securities/investments. Assist assessing financial ability to pursue capital expenditures and comparing local bank rates for savings vehicles. CWMFS, LLC; Investment-related; 1735 Rosewood Ln, Ishpeming, MI 49849; facilitate securities, advisory, and insurance business; Owner; 2024-02-09; 0 hours monthly and during securities trading hours; This LLC was established so I had a business prepared to purchase Bell Financial through a buy-sell agreement triggered at Jesse Bell's death. Due to the sale to Merit, this LLC will be terminated shortly after the Merit / Bell Financial deal closes. Westwood High School; Not investment-related; 300 Westwood Dr, Ishpeming, MI 49849; Serve as a member of career & technical education advisory board for Westwood High School to help determine what skills are mandatory when students are entering the workforce; Career & Technical Education Advisory Board Member; 2024-05-02; 1 hour monthly; 0 hours during securities trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2021-05-18

Designations