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51 Madison Avenue 12Th Floor, New York, NY 10010 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-15 |
| CA | RA | APPROVED | 1997-06-10 |
Branch Locations
889 Pierce Court Suite 102, Thousand Oaks, CA 91360 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nylife Securities Inc. | Los Angeles | CA | 01/1986 | Present |
| New York Life Ins. Co. | Los Angeles | CA | 02/1986 | Present |
| Mdr Insurance And Financial Services | Thousand Oaks | CA | 04/2009 | Present |
| Mahoney Financial Organization, Llc D/B/A Mfo Insurance Solution | Thousand Oaks | CA | 10/2017 | Present |
| Eagle Strategies, Llc | Westlake Village | CA | 03/1998 | Present |
[INSURANCE BROKERING; APPOINTED WITH OUTSIDE CARRIERS FOR THE PURPOSE OF BROKERING NON-REGISTERED INSURANCE PRODUCTS; DBA MDR INSURANCE AND FINANCIAL SERVICES; 889 PIERCE COURT #102 THOUSAND OAKS, CA 91360; SOLE PROPRIETORSHIP] [OPERATING UNDER THE DBA NAME OF MAHONEY FINANCIAL ORGANIZATION, LLC D/B/A MFO INSURANCE SOLUTIONS FOR THE PURPOSE OF SELLING NEW YORK LIFE PRODUCTS AND SERVICES; INVESTMENT RELATED; ASSOCIATE; THOUSAND OAKS, CA; START DATE: 10/2017] [GEISEN LEHMAN GROVE MARKET RESEARCH; MARKET RESEARCH PARTICIPANT; CONSULTANT; NON INVESTMENT RELATED; PARTICIPANT ON RELEVENT SUBJECTS] [THE ROSENBERG RENTAL PROPERTIES 1, LLC; RENTAL REAL ESTATE; 889 PIERCE CT 102 THOUSAND OAKS CA 91360; START DATE 04/2013; OWNER; INVESTMENT RELATED; 10 HOURS PER MONTH; 5 HOURS PER MONTH DURING SECURITIES TRADING HOURS] [The Children's Hospital Advisory Board; board member; non investment related; start date 01/2000; 4650 Sunset Blvd, Los Angeles, CA 90027; 2 hours per month; attend meeting or event. discuss topics helping the community] [Pantera Digital Asset Fund; 3000 Sand Hill Rd Sutie 1-235 Menlo Park ca 94025; Start Date 03/2018; Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Pantera ICO Fund LP; 1 Freedom Valley Drive, Oaks, PA 19456; Start Date 11/2017; Investor; Not Investment Related; 0 hours per month] [Provisors Warner Center 1 chapter; ProVisors®, 15165 Ventura Blvd # 425, Sherman Oaks, CA 91403; Start Date 01/2008; Member; Investment Related; 2 hours per month; 2 hours per month during securities trading hours; help screen new members, keep track of attendance] [Pantera Venture Fund III LP; crypto currency venture fund (LP) that invests in infrastructure companies; 3000 Sand Hill Rd Ste 1-235 Menlo Park ca 94025; Start Date 09/2008; Passive Investor; Not Investment Related; 0 hours per month] [Nylarc holding co inc.; reinsuring life insurance; 51 madison ave ny 10010; Start Date 01/2010; Role/Title: shareholder; Investment Related; 0 hours per month] [Quotient Pharmaceuticals Manufacturing; 18401 Von Karman Irvine ca 92612; Start Date 02/2020; Investor; Investment Related; 0 hours per month; 0 hours per month] [Alumni Ventures; Venture Capital Investments; 670 N Commerical st 403 Manchester NH 03101; Start Date 09/2017; Role/Title: Investor; Not Investment Related; 0 hours per month] [Strawberry Creek Ventures Funds; private placement investing in CAL Berkeley related start up companies; 788 Elm St. Manchester, NH, 03101.; Start Date 10/2017; Role/Title: Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Sonix RND Inc ; Private Placement. Alternative Energy Provider; 8 The Green Suite A Dover, Delaware 19901; Start Date 06/2023; Role/Title: Investor; Not Investment Related; 0 hours per month; 0 hours per month during securities trading hours; passive investor] [Investors Management Group; Institutional Apartment Building Real Estate Firm - Limited Partner Interests; 22144 Clarendon St #220, Woodland Hills, CA 91367; Start Date 07/2019; Role/Title: Investor; Investment Related; 0 hours per month; Investment related] [Altos Bank; commercial bank; 467 FIRST STREET, SUITE 300 LOS ALTOS, CALIFORNIA 94022; Start Date 10/2024; Role/Title: Passive Investor; Investment Related; 0 hours per month; 0 hours per month during securities trading hours] [Pantera Fund V Beta Bridge LP; Crypto Currency Private Venture Fund; 600 Montgomery Street, Suite 4500 San Francisco, California 94111; Start Date 11/2025; Investor; Not Investment Related; 0 hours per month; 0 hours per month]
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-08 |
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