# Mark A Mahoney

Mark A Mahoney is an investment adviser representative (IAR) with state registration records since 2009, appearing at 5 firms. Currently registered with SCHWAB WEALTH ADVISORY, INC..

## Registration history (5)

| Firm | From | To | Current |
| --- | --- | --- | --- |
| [SCHWAB WEALTH ADVISORY, INC.](https://search.stillhousedata.com/firm/159035) | 2025-12-15 | present | Yes |
| [CHARLES SCHWAB INVESTMENT ADVISORY, INC.](https://search.stillhousedata.com/firm/151739) | 2018-03-07 | 2022-01-11 | — |
| [WINDHAVEN INVESTMENT MANAGEMENT, INC.](https://search.stillhousedata.com/firm/155138) | 2017-05-15 | 2018-03-30 | — |
| [THOMASPARTNERS, INC.](https://search.stillhousedata.com/firm/104966) | 2011-08-02 | 2018-03-30 | — |
| [MFS INSTITUTIONAL ADVISORS INC.](https://search.stillhousedata.com/firm/107144) | 2009-03-27 | 2011-07-12 | — |

## More

- [This representative on SEC IAPD (source of record)](https://adviserinfo.sec.gov/individual/summary/4800804)
- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/rep/4800804.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

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Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.