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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2021-07-21 |
| TX | RA | APPROVED_RES | 2021-07-21 |
Branch Locations
4005 Glass Road Ne Ste 501, Cedar Rapids, IA 52402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mahoney Insurance | Solon | IA | 11/2006 | 07/2021 |
| Waddell And Reed, Inc. | Solon | IA | 03/2011 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Solon | IA | 03/2011 | 07/2021 |
| Kyle Mahoney | Solon | IA | 08/2014 | 02/2017 |
| Mahoney Family Llc | Solon | IA | 06/2016 | 07/2021 |
| Mahoney Properties Llc | Solon | IA | 02/2017 | 07/2021 |
| Mahoney Properties | Solon | IA | 02/2017 | 07/2021 |
| M & E Resources Group | Davenport | IA | 01/2018 | 07/2021 |
| Lpl Financial Llc | Cedar Rapids | IA | 07/2021 | Present |
1) 12/20/2021 - Buisness Property Association - Other- Building Owner Association - Investment Related - Ceder Rapids 2) 12/20/2021 - Real Estate Rental - Mahoney Family LLC - Investment Related - Home Based - Start date: 2016 - 2 Hrs Per month, 0 hrs during trading 3) 12/20/2021 - Real Estate Rental - Mahoney Properties LLC - Investment Related - Home Based - Start date: 2011 - 0 Hrs Per month, 0 hrs during trading 4) 12/20/2021 - Non-Variable Insurance/ Isurance Agency - At Reported Business Location(s) - Inv Rel - Start date: 2010 - 20Hrs/Mo 0Hrs/Mo During Trading 5) 06/27/2025 - Mahoney & Associates Wealth Managment - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date:07/01/2025 - 160 Hrs/Mth - 160 Hrs During Trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-15 |
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