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Daniel K. Mcmahon

HASI SECURITIES LLC
Annapolis, MD 21401
Some features on this profile are disabled
CRD#: 3038849
DM

Professional summary


Daniel Kevin Mcmahon is a registered financial professional currently at HASI SECURITIES LLC located in Annapolis, Maryland.

Daniel is registered as a RR (Registered Representative) and started their career in finance in 1998. Daniel has worked at 2 firms and has passed the Series 63, Series 99TO, SIE, Series 79, Series 7, Series 6 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


None

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary) - BD


Click below to view Daniel Kevin Mcmahon's CRS (Customer Relationship Summary).

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Current

February 1, 2011 - Present

HASI SECURITIES LLC

Office #1: One Park Place Suite 200, Annapolis, MD 21401Office #3: 24 West 40th Street Suite 900, New York, NY 10018
BD
CRD#: 154669
Annapolis, MD
Past

May 14, 1998 - July 12, 2000

T. ROWE PRICE INVESTMENT SERVICES, INC.

BD
CRD#: 8348
BALTIMORE, MD

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.

Visual representation of state registrations

RR
California
(6/30/2011)
RR
Florida
(9/8/2022)
RR
Maryland
(3/15/2011)
RR
New York
(4/5/2011)

Exams


State Security Law Exam
RR
Series 63
Date: 2/28/2011
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 99TO
Date: 1/2/2023
Operations Professional Examination
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
SRO Registrations
RR
FINRA

Current Firm


HS
HASI SECURITIES LLC
HANNON ARMSTRONG SECURITIES, LLC | HASI SECURITIES, LLC | HASI SECURITIES LLC

CRD#: 154669 / SEC#: , 8-68659

BD
Broker-Dealer Firm Regulated by FINRA (Philadelphia district office)
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Contact information


Main Address
One Park Place Suite 200, Annapolis, MD 21401
Mailing Address
One Park Place Suite 200, Annapolis, MD 21401
Phone number
(410) 571-6167
Established
Maryland since 07/22/2008
Firm type
Limited Liability Company
Fiscal year end
December
Firm Size
Small
# of Employees

FINRA licenses (4 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents


Direct owners and executive officers


NamePositionCRD#
HAT HOLDINGS I LLCSOLE MEMBER
KASKY, CAROLYN JOCCO, FINOP, CFO, PRINCIPAL FINANCIAL OFFICER1189697
MCMAHON, DANIEL KEVINCHIEF EXECUTIVE OFFICER3038849
MCMAHON, DANIEL KEVINCOO, MANAGING PRINCIPAL, PRINCIPAL OPERATIONS OFFICER3038849

Red Flags


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Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


HASI SECURITIES LLC

CRD#: 154669Annapolis, MD 21401

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