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Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-09-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kendrick Property Management | Amherst | MA | 05/2014 | 05/2018 |
| New York Life Insurance Company | Waltham | MA | 05/2018 | Present |
| Nylife Securities Llc | Waltham | MA | 06/2018 | Present |
| The College Of Saint Rose | Albany | NY | 08/2016 | 05/2017 |
| Eagle Strategies Llc | Waltham | MA | 09/2020 | Present |
| Retiree Financial & Insurance Services | South Hadley | MA | 11/2023 | Present |
| Mahoney Financial Organization, Llc | Hadley | MA | 11/2023 | Present |
[Northampton High School; High School Lacrosse Team; 380 Elm St. Northampton, MA 01060; Start Date 04/2019; Role/Title: Volunteer; Not Investment Related; 20 hours per month; 1 hours per month during securities trading hours] [Cryptocurrency Investment; Passive Crypto Currency Investment; Binance; Start Date 01/2018; Role/Title: Investor; Not Investment Related; 2 hours per month; 0 hours per month during securities trading hours] [Insurance Brokering; Appointed with outside carriers for the purpose of brokering non-registered products; 129 College St south Hadley MA 01075; Start Date 08/2023; Role/Title: Insurance Broker; Investment Related; 2 hours per month; 2 hours per month during securities trading hours] [OPERATING UNDER THE DBA NAME OF RETIREE FINANCIAL & INSURANCE SERVICES FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; (ASSOCIATE); (SOUTH HADLEY, MA); START DATE: 11/2023] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; HADLEY MA; START DATE: 11/2023]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-07-30 |
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