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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2011-07-11 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Waltham | MA | 09/1993 | Present |
| Nylife Securities Inc. | Waltham | MA | 11/1994 | Present |
| Mahoney Financial Organization, Llc | Fort Lauderdale | FL | 09/2009 | 05/2021 |
| Eagle Strategiess Llc | Waltham | MA | 07/2011 | Present |
| Koritz Wealth Strategies, Llc | Needham | MA | 07/2016 | Present |
| Mahoney Financial Organization, Llc | Needham | MA | 02/2022 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; SALE OF NON NEW YORK LIFE PRODUCTS.] [Trustee Hebrew Senior Life; Volunteer, help with fund raising initiatives; 1200 Centre Steet Roslindale, MA 02131; Start Date 12/2003; Role/Title: Volunteer; Not Investment Related; 1 hours per month; 0 hours per month during securities trading hours] [Koritz Wealth Strategies, LLC; Life, Disability, Long term care, group brokerage; 201 Jones Road 5th Floor Waltham, MA 02451; Start Date 05/2021; Role/Title: Owner; Investment Related; 120 hours per month; 0 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF KORITZ WEALTH STRATEGIES, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; NEEDHAM, MA; START DATE: 07/2016 AND 09/2009 (MFO)] [NYLARC Holding Company, Inc.; Reinsuring the life insurance that I write with New York Life; 51 Madison Avenue New York, NY 10010; Start Date 12/2010; Role/Title: Shareholder; Investment Related; 1 hours per month; 1 hours per month during securities trading hours] [Mahoney Financial Organization LLC; Life insurance, disability insurance , long term care planning and estate planniing; 201 Jones Road 5th Floor Waltham, MA 02451; Start Date 09/2022; Role/Title: Insurance Broker; Investment Related; 10 hours per month; 0 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; NEEDHAM, MA; START DATE: 02/2022]
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-04-06 |
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