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TS

Terrence B. Sheehan

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CRD#: 4613772
TS

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.

Terrence Barry Sheehan was a registered financial professional .

Terrence is a previously registered financial professional and started their career in finance in 2003. Terrence had worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6 and Series 26 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

October 16, 2012 - March 7, 2014

GENTRY SECURITIES LLC

BD
CRD#: 155142
NEW YORK, NY
Past

October 15, 2012 - March 24, 2021

BENCHMARK INVESTMENT ADVISORS LLC

RIA
CRD#: 159705
BEACH PARK, IL
Past

October 13, 2009 - October 22, 2012

LPL FINANCIAL LLC

RIA
CRD#: 6413
BEACH PARK, IL
Past

September 30, 2009 - October 22, 2012

LPL FINANCIAL LLC

BD
CRD#: 6413
BEACH PARK, IL
Past

February 10, 2009 - October 7, 2009

MUTUAL SERVICE CORPORATION

BD
CRD#: 4806
BEACH PARK, IL
Past

February 17, 2003 - February 11, 2009

PFS INVESTMENTS INC.

BD
CRD#: 10111
DULUTH, GA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 9/23/2009
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam

Current Firm


GS
GENTRY SECURITIES LLC
BEIGE GROUP, LLC | GENTRY SECURITIES, LLC | GENTRY SECURITIES LLC | BEIGE SECURITIES, LLC

CRD#: 155142 / SEC#: , 8-68698

BD
Terminated by SEC on 05/06/2014
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Contact information


Main Address
Mailing Address
Phone number
Established
Delaware since 08/16/2010
Firm type
Limited Liability Company
Fiscal year end
December
# of Employees

Documents


Direct owners and executive officers


NamePositionCRD#
GENTRY NY LLCSOLE MEMBER
BRACHFELD, ERIC LOUISCEO, CCO2297883

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


GENTRY SECURITIES LLC

CRD#: 155142

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