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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-05-19 |
| AZ | RA | APPROVED | 1998-01-16 |
Branch Locations
2380 W Ray Road Ste 2, Chandler, AZ 85224-3635 • United States
16569 Saint Clair Avenue, East Liverpool, OH 43920 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Ins. | Scottsdale | AZ | 02/1986 | Present |
| Nylife Securities Inc. | Phoenix | AZ | 02/1986 | Present |
| The Feldman Agency | Chandler | AZ | 10/2006 | Present |
| Mahoney Financial Organization, Llc | Chandler | AZ | 07/2017 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS] [Public Speaking; 2380 W Ray Rd, Suite 2, Chandler, AZ 85224; Start Date 05/2007; Role/Title: Consultant; Not Investment Related; 10 hours per month; 10 hours per month during securities trading hours] [BIRDDOG LLC; 35% OWNER; PURCHASED OFFICE BUILDING FOR RR & HER PARTNER, AS WELL AS ABILITY TO RENT OFFICE SPACE TO OTHER TO OFFSET COSTS] [OPERATING UNDER THE DBA NAME OF THE FELDMAN AGENCY FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES AS WELL AS BROKERING NON-REGISTERED INSURANCE PRODUCTS; INVESTMENT RELATED; OWNER; CHANDLER, AZ; START DATE: 11/2016] [Mahoney and Associates; Executive Benefits and Compensation Consulting; 2455 E Sunrise Blvd, Suite 300, Ft. Lauderdale, FL 33304; Start Date 06/2017; Role/Title: Consultant; Investment Related; 10 hours per month; 10 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; CHANDLER, AZ; START DATE: 07/2017] [Legion M Entertainment, Inc.; crowd funding offering individually and as co-Trustee for my father's trust (A. Richard Feldman 2006 Living Trust).; 2380 W Ray Rd, Suite 2, Chandler, AZ 85224; Start Date 07/2018; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Sun Lakes Jewish Congregation; Religious organization; Sun Lakes Jewish Congregation 9240 E Sun Lakes Blvd N, Sun Lakes, AZ 85248; Start Date 12/2019; Role/Title: Officer; Not Investment Related; 3 hours per month; 0 hours per month during securities trading hours]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-04-15 |
| S63 | Uniform Securities Agent State Law Examination | 1986-04-24 |
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