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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-15 |
| MN | RA | APPROVED | 2013-11-18 |
Branch Locations
3600 Minnesota Drive Suite 100, Edina, MN 55435-7912 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Edina | MN | 10/2013 | Present |
| Nylife Securities Llc | Edina | MN | 10/2013 | Present |
| Eagle Strategies Llc | Edina | MN | 10/2013 | Present |
| Mahoney Financial Organization, Llc | Edina | MN | 03/2016 | Present |
| Veritas Financial Strategies, Llc | Edina | MN | 05/2019 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE INSURANCE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; 3600 MINNESOTA DR, STE 100, EDINA, MN 55345; START DATE 11/2013; ROLE/TITLE: INSURANCE BROKER; INVESTMENT RELATED; 1 HOURS PER MONTH; 1 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [RENTAL PROPERTY; I HAVE ONE DUPLEX THAT I RENT OUT ANNUALLY TO 8 COLLEGE STUDENTS.; 707 SE 6TH STREET, MINNEAPOLIS, MN 55414; START DATE 11/2013; ROLE/TITLE: OWNER; INVESTMENT RELATED; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; EDINA, MN; START DATE: 03/2016] [OPERATING UNDER THE DBA NAME OF VERITAS FINANCIAL STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; EDINA, MN; START DATE: 05/2019]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-08 |
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