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Michael Terrance Mahoney

Equity Services, Inc.

Alpharetta, GA

Montpelier, VT

CRD 6234145

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Employer firm

Equity Services, Inc. CRD 265

$2.78B regulatory AUM 410 advisory clients

Reported services (Item 5G)

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

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

Current Employers
Equity Services, Inc.

One National Life Drive, Montpelier, VT 05604 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2020-10-01
  • GA RA
    APPROVED
    Since 2020-10-01

Branch Locations

Alpharetta, GA • United States

One National Life Drive, Montpelier, VT 05604 • 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
OrganizationCityStateFromTo
The O.N. Equity Sales Company Cincinnati OH 02/2015 12/2017
Ohio National Life Insurance Company Cincinnati OH 12/2014 12/2017
Investacorp Inc Miami FL 01/2018 02/2020
Investacorp Advisory Services Miami FL 01/2018 01/2020
Aegis Capital Corp Atlanta GA 02/2020 09/2020
Equity Services Inc Montpelier VT 09/2020 Present
Commonweath Of Atlanta Llc Atlanta GA 01/2015 09/2025
Michael Mahoney Alpharetta GA 09/2025 Present
  • 02/2015 → 12/2017
    The O.N. Equity Sales Company
    Cincinnati, OH
  • 12/2014 → 12/2017
    Ohio National Life Insurance Company
    Cincinnati, OH
  • 01/2018 → 02/2020
    Investacorp Inc
    Miami, FL
  • 01/2018 → 01/2020
    Investacorp Advisory Services
    Miami, FL
  • 02/2020 → 09/2020
    Atlanta, GA
  • 09/2020 → Present
    Montpelier, VT
  • 01/2015 → 09/2025
    Commonweath Of Atlanta Llc
    Atlanta, GA
  • 09/2025 → Present
    Michael Mahoney
    Alpharetta, GA
Previous Registrations
  • 2020-03-03 → 2020-10-19
    Atlanta, GA
    New York, NY
    Atlanta, GA
    New York, NY
  • 2018-01-02 → 2020-03-06
    Investacorp Advisory Services Inc
    Atlanta, GA
    Atlanta, GA
  • 2015-03-17 → 2017-12-31
    Atlanta, GA
  • 2013-12-02 → 2015-01-09
    Alpharetta, GA
    St Louis, MO
Other Businesses

*MICHAEL MAHONEY. 610 MONTAUK WAY, ALPHARETTA GA. INV REL. SEPT 2025. FIXED INS SALES. AGENT. DURING TRADE HRS.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-10-04
  • S66 Uniform Combined State Law Examination
    2013-10-04

View on SEC IAPD

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