Gregg Paul Mahoney

Employer firm

Osaic Wealth, Inc. CRD 23131

$235B regulatory AUM 56,660 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Portfolio management (institutions)
Pension consulting
Selection of other advisers
Educational seminars

From the firm’s Form ADV. Read the guides:

Current Employers

Osaic Wealth, Inc.

18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States

Current Registrations

Authority	Category	Status	Date
GA	RA	APPROVED	2023-09-01

GA RA
APPROVED

Since 2023-09-01

Branch Locations

Milton, GA • 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

Organization	City	State	From	To
The Mahoney Group	Milton	GA	10/2008	Present
Sagepoint Financial, Inc.	Phoenix	AZ	01/2009	Present
Osaic Wealth, Inc.	Milton	GA	09/2023	Present

10/2008 → Present

The Mahoney Group

Milton, GA
01/2009 → Present

Sagepoint Financial, Inc.

Phoenix, AZ
09/2023 → Present

Osaic Wealth, Inc.

Milton, GA

Previous Registrations

2008-10-31 → 2023-09-01

Osaic Services, Inc.

Milton, GA
2006-06-29 → 2008-10-31

American General Securities Incorporated

Alpharetta, GA

Other Businesses

1) CORP RIA, YES, 530 LAUREL OAKS LANE MILTON, GA 30004. IAR SINCE 02/08, 15; 15; PROVIDE FINANCIAL PLANNING PRODUCTS AND SERVICES THROUGH TPMM AND V2020 ADVISOR. 2) THE MAHONEY GROUP, LLC POSITION: Owner - NATURE: Limited Liability Company - INVESTMENT RELATED: Yes NUMBER OF HOURS: 40 SECURITIES TRADING HOURS: 10 START DATE: 07/30/2009 ADDRESS: 530 Laurel Oaks Lane, Milton GA 30004, United States DESCRIPTION: Sell Life and Health Insurance

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2004-10-01

S66 Uniform Combined State Law Examination

2004-10-01

View on SEC IAPD