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14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2008-07-08 |
Branch Locations
14 West Plain St. Suite 201, Wayland, MA 01778-4470 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| William D. Mahony & Co. | Sudbury | MA | 01/1990 | Present |
| Triad Advisors, Inc. | Norcross | GA | 02/2008 | 10/2017 |
| Asset Strategy Retirement Consultants, Llc | Natick | MA | 06/2008 | Present |
| Mahony & Reeve Llc | Natick | MA | 01/2017 | Present |
| Concorde Investment Services, Llc | Ann Arbor | MI | 05/2018 | Present |
1-MAHONY & REEVE LLC; NON-INVESTMENT RELATED; 5 COMMONWEALTH ROAD, NATICK, MA 01760; ACCOUNTING ; OWNER; 1/1/2017; 100 HRS/MONTH; 6 HRS/DAY; COMPENSATION-HOURLY; OWNER OF CPA PRACTICE. 2. WILLIAM D MAHONY & CO. ATTORNEY AT LAW, NON INVESTMENT RELATED. 5 COMMONWEALTH ROAD NATICK, MA 01760 OWNER OF LAW PRACTICE. OWNER SINCE 1/1/1990 HOURS PER MONTH 1/2 HOUR PER DAY 3-ASSET STRATEGY ADVISORS, INVESTMENT RELATED, NATICK, MA, REGISTERED INVESTMENT ADVISORY FIRM. TITLE: INVESTMENT ADVISOR REP. FULL TIME. START DATE, 06/2008.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2002-09-17 |
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