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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-02-15 |
| TX | RA | APPROVED_RES | 2021-09-02 |
| FL | RA | APPROVED | 2013-05-22 |
Branch Locations
2455 East Sunrise Blvd Suite 300, Fort Lauderdale, FL 33304 • United States
2500 North Military Trail Suite 300, Boca Raton, FL 33431 • United States
Mahoney And Assoc. One Monarch Pl Ste 1840, Springfield, MA 01144 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Fort Lauderdale | FL | 04/2008 | Present |
| Nylife Securities Llc | Fort Lauderdale | FL | 04/2008 | Present |
| Mahoney Financial Organization, Llc | Ft. Lauderdale | FL | 05/2010 | Present |
| Eagle Strategies Llc | Ft. Lauderdale | FL | 05/2013 | Present |
| Mahoney Financial Organization, Llc D/B/A Mfo Insurance Solution | Fort Lauderdale | FL | 11/2018 | 09/2025 |
| The Bridge Group, Inc. | Boca Raton | FL | 06/2022 | Present |
| Dba - M&A Executive Benefit Insurance Solutions, Llc | Ft Lauderdale | FL | 03/2025 | Present |
DBA MAHONEY FINANCIAL ORGANIZATION, LLC [Mahoney & Associates; Executive benefits and compensation consulting; 2455 East Sunrise Blvd, Suite 300, Fort Lauderdale, FL 33304; Start Date 06/2013; Role/Title: Consultant-COMMISSIONS AND FINDERS FEES; Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered insurance products; 2455 E Sunrise Blvd. Suite 300, Fort Lauderdale, FL 33304; Start Date 08/2017; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 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; FORT LAUDERDALE, FL; START DATE: 11/2018] [OPERATING UNDER THE DBA NAME OF THE BRIDGE GROUP, INC. FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; ASSOCIATE; BOCA RATON, FL; START DATE: 06/2022] [OPERATING UNDER THE DBA NAME OF DBA - M&A Executive Benefit Insurance Solutions, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; FORT LAUDERDALE, FL; START DATE: 03/2025]
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-16 |
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