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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-24 |
| NY | RA | APPROVED | 2021-06-29 |
Branch Locations
1250 Pittsford-Victor Road Building 200; Suite 390, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2007 | Present |
| Mahoney Wealth Strategies, Inc | Pittsford | NY | 10/2007 | Present |
1. Fixed insurance sales, as of 07/1996; 10% of time spent during business hours; at branch location, investment related. 2. Musician, Located in Brockport, NY; as of 2007; 0% of time spent during business hours; not at branch location, not investment related. 3. Mahoney Wealth Strategies, Inc. - president and sole owner of entity created for securities business, as of 10/15/2007; 100% of time spent during business hours; Conducted at branch, investment related. 4. Co-owner, White Mule Records; Located in Brockport, NY; as of 2011; 0% of time spent during business hours; Not Conducted at branch location; Not Investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-10-21 |
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