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Daniel P Mahoney

True Square Financial LLC

Atlanta, GA

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Current Employers
True Square Financial Llc

1355 Peachtree St Ne, Suite 1150, Atlanta, GA 30309 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-05-25
GA RA APPROVED 2017-03-27
  • TX RA
    APPROVED_RES
    Since 2021-05-25
  • GA RA
    APPROVED
    Since 2017-03-27

Branch Locations

1355 Peachtree St Ne, Suite 1150, Atlanta, GA 30309 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Invesco Ltd. Atlanta GA 01/2014 03/2017
True Square Financial Llc Atlanta GA 03/2017 Present
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-02-22
S63 Uniform Securities Agent State Law Examination 2005-05-18
  • S65 Uniform Investment Adviser Law Examination
    2017-02-22
  • S63 Uniform Securities Agent State Law Examination
    2005-05-18
Designations

View on SEC IAPD

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