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Kevin Charles Mahony

D.L. Fields Advisory Group, LLC

Atlanta, GA

CRD 2102123

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Employer firm

D.l. Fields Advisory Group, LLC CRD 286216

$25.0M regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
D.L. Fields Advisory Group, Llc

1202 Ne Mcclain Rd Bldg 7, Bentonville, AR 72712 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-03
  • GA RA
    APPROVED
    Since 2025-03-03

Branch Locations

501 Pulliam St Suite 150, Atlanta, GA 30341 • United States

Disclosures

3 disclosure categories 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.

  • Regulatory action Yes
  • Criminal Yes
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Life Of Southwest Atlanta GA 04/2012 08/2019
Alliance America Corporation University Park FL 08/2019 Present
United Advisors America Corporation Prosper TX 08/2019 Present
  • 04/2012 → 08/2019
    Life Of Southwest
    Atlanta, GA
  • 08/2019 → Present
    Alliance America Corporation
    University Park, FL
  • 08/2019 → Present
    United Advisors America Corporation
    Prosper, TX
Previous Registrations
  • 2019-08-27 → 2025-01-15
    Brookhaven, GA
    Prosper, TX
  • 2007-07-16 → 2012-12-31
    Resource Horizons Investment Advisory, Inc.
    Las Vegas, NV
    Las Vegas, NV
    Atlanta, GA
    Atlanta, GA
  • 2006-04-26 → 2007-07-13
    Midsouth Capital, Inc.
    Atlanta, GA
    Atlanta, GA
  • 2001-07-20 → 2006-05-02
    1717 Capital Management Company
    Atlanta, GA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1997-10-07
S63 Uniform Securities Agent State Law Examination 1991-04-11
  • S65 Uniform Investment Adviser Law Examination
    1997-10-07
  • S63 Uniform Securities Agent State Law Examination
    1991-04-11
Designations
  • Certified Financial Planner

View on SEC IAPD

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