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4 North Park Drive Ste 510, Hunt Valley, MD 21030 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-05-18 |
| WV | RA | APPROVED | 2017-10-11 |
| DE | RA | APPROVED | 2017-10-03 |
| MD | RA | APPROVED | 2017-10-03 |
| NC | RA | APPROVED | 2017-10-03 |
| PA | RA | APPROVED | 2017-10-03 |
| SC | RA | APPROVED | 2017-10-03 |
| TX | RA | APPROVED | 2017-10-03 |
| VA | RA | APPROVED | 2017-10-03 |
Branch Locations
4 North Park Drive Ste 510, Hunt Valley, MD 21030 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Llc | Towson | MD | 01/2008 | 09/2017 |
| New York Life Insurance Company | Towson | MD | 01/2008 | 09/2017 |
| Mahoney Financial Organization, Llc | Ft. Lauderdale | FL | 03/2011 | 09/2016 |
| Eagle Strategies Llc | Timonium | MD | 02/2017 | 09/2017 |
| Harvest Investment Consultants, Llc | Timonium | MD | 09/2017 | Present |
Brokering outside insurance products through Harvest Insurance, Inc. Insurance products are non-investment related. Harvest Insurance is located at 4 North Park Drive, Suite 510 Hunt Valley, MD 21030
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2016-04-11 |
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