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3500 Embassy Parkway, Akron, OH 44333 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-09-16 |
Branch Locations
401 N. 31St St., Ste 1120, Billings, MT 59103-7112 • United States
3500 Embassy Parkway, Akron, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Shawn Rehm Agency, Inc. | Fargo | ND | 08/2012 | 06/2018 |
| Horace Mann Companies | Springfield | IL | 08/2012 | 06/2018 |
| Horace Mann Investors, Inc. | Springfield | IL | 03/2016 | 06/2018 |
| Complete Investment Advisory Llc | Fargo | ND | 06/2018 | 08/2019 |
| College Smart | Fargo | ND | 08/2019 | 12/2019 |
| Eide Bailly Financial Services | Fargo | ND | 12/2019 | Present |
| United Planners | Scottsdale | AZ | 12/2019 | 07/2023 |
| Ywca | Fargo | ND | 02/2021 | 08/2022 |
| Eide Bailly Advisors, Llc. | Fargo | ND | 12/2019 | Present |
1.) EIDE BAILLY FINANCIAL SERVICES - NO TITLE- HOLDING COMPANY ONLY - FARGO, ND - SINCE 12/2019 - INVESTMENT RELATED 2.) EIDE BAILLY AGENCY- AGENT - NON-VARIABLE INSURANCE - BILLINGS, MT - SINCE 12/2019 - INVESTMENT RELATED 3.) EIDE BAILLY ADVISORS - FINANCIAL ADVISOR - REGISTERED INVESTMENT ADVISOR - BILLINGS, MT - SINCE 12/2019 - INVESTMENT RELATED 4.) sEQUOIA FINANCIAL GROUP, LLC - WEALTH ADVISOR - INVESTMENT RELATED
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2016-09-15 |
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