Brian G Mahoney

Current Employers

Camelot Wealth Management, Llc

Oldsmar, FL • United States

Current Registrations

Authority	Category	Status	Date
LA	RA	APPROVED	2020-08-31
TX	RA	APPROVED	2014-11-06
FL	RA	APPROVED	2014-08-20

LA RA
APPROVED

Since 2020-08-31
TX RA
APPROVED

Since 2014-11-06
FL RA
APPROVED

Since 2014-08-20

Branch Locations

Oldsmar, FL • 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
Bgm Property Management	Oldsmar	FL	06/2011	Present
Camelot Wealth Management	Oldsmar	FL	03/2015	Present

06/2011 → Present

Bgm Property Management

Oldsmar, FL
03/2015 → Present

Camelot Wealth Management

Oldsmar, FL

Previous Registrations

2009-01-26 → 2014-06-17

Charles Schwab & Co., Inc.

Sarasota, FL

Coral Gables, FL

Tampa, FL

St. Petersburg, FL

Sarasota, FL

Other Businesses

1. BGM PROPERTY MANAGEMENT; NON INVESTMENT-RELATED; OLDSMAR, FL; REAL ESTATE/PROPERTY MANAGEMENT; OWNER SINCE 06/07/2011; LESS THAN 20 PER MONTH; NONE DURING SECURITIES TRADING HOURS. I OWN TWO RENTAL PROPERTIES. 2. Tax Preparation. Non-investment-related, Oldsmar, FL; Simple Tax Returns; Since 2015, Feb-April up to 3 hours a week each during that time frame, Less than an hour during trading hours,

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2009-01-16
S63	Uniform Securities Agent State Law Examination	1996-02-01

S66 Uniform Combined State Law Examination

2009-01-16
S63 Uniform Securities Agent State Law Examination

1996-02-01

Other Names

Brian Gerard Mahoney

View on SEC IAPD