Mark A Mahoney is an investment adviser representative (IAR) with state registration records since 2009, appearing at 6 firms. Currently registered with CHARLES SCHWAB & CO., INC., SCHWAB WEALTH ADVISORY, INC..
| Firm | From | To | Current |
|---|---|---|---|
| SCHWAB WEALTH ADVISORY, INC. | 2025-12-15 | present | Yes |
| CHARLES SCHWAB & CO., INC. | 2022-01-12 | present | Yes |
| CHARLES SCHWAB INVESTMENT ADVISORY, INC. | 2018-03-07 | 2022-01-11 | — |
| WINDHAVEN INVESTMENT MANAGEMENT, INC. | 2017-05-15 | 2018-03-30 | — |
| THOMASPARTNERS, INC. | 2011-08-02 | 2018-03-30 | — |
| MFS INSTITUTIONAL ADVISORS INC. | 2009-03-27 | 2011-07-12 | — |