Mark B. Mahoney
Professional summary
Mark Brennan Mahoney, who also goes by Mark B Mahoney, is a registered financial professional currently at BERKSHIRE GLOBAL ADVISORS LP located in New York, New York.
Mark is registered as a RR (Registered Representative) and started their career in finance in 1978. Mark has worked at 17 firms and has passed the Series 63, Series 79TO, SIE, Series 62, Series 5, Series 7, Series 24 and Series 53 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - BD
Click below to view Mark Brennan Mahoney's CRS (Customer Relationship Summary).
Certified licenses
Experience
July 29, 2025 - Present
BERKSHIRE GLOBAL ADVISORS LP
Office #1: 527 Madison Avenue 3rd Floor, New York, NY 10022April 24, 2024 - October 25, 2024
BERKSHIRE GLOBAL ADVISORS LP
April 16, 2001 - October 24, 2001
WACHOVIA SECURITIES, INC.
October 1, 2000 - April 18, 2001
WELLS FARGO CLEARING SERVICES, LLC
March 9, 2000 - October 1, 2000
FIRST UNION BROKERAGE SERVICES, INC.
February 2, 1998 - August 31, 1999
FIRST UNION CAPITAL MARKETS CORP.
July 19, 1995 - February 2, 1998
FIRST UNION CAPITAL MARKETS CORP.
August 14, 1991 - January 31, 1992
SANDS BROTHERS & CO., LTD.
May 4, 1990 - May 3, 1991
CITICORP SECURITIES, INC.
January 18, 1988 - April 4, 1989
CITICORP SECURITIES, INC.
July 23, 1987 - September 17, 1987
PROFESSIONAL BROKERAGE SERVICES INC.
April 3, 1987 - September 17, 1987
CRICO SECURITIES CORPORATION
September 19, 1986 - July 23, 1987
VINCENT, THOMAS & ASSOCIATES, INC.
December 2, 1983 - August 7, 1985
AMERICAN COMPLETION SECURITIES,INC.
April 8, 1983 - August 11, 1986
JOHN P. HOLMES INVESTMENTS, INC.
July 6, 1982 - May 3, 1983
FEDERATED MANAGEMENT INC.
January 2, 1980 - June 10, 1982
CIBC WORLD MARKETS CORP.
September 26, 1978 - January 17, 1980
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED
July 21, 1978 - September 26, 1978
MERRILL LYNCH, PIERCE, FENNER & SMITH, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Visual representation of state registrations
(7/29/2025)
(7/29/2025)
Exams
Series 79TO
Date: 4/24/2024
Investment Banking Registered Representative ExaminationSeries 62
Date: 7/18/1995
Corporate Securities Limited Representative ExaminationSeries 5
Date: 10/12/1981
Interest Rate Options ExaminationFINRA
Current Firm
BERKSHIRE GLOBAL ADVISORS LP
CRD#: 124180 / SEC#: , 8-65641
Contact information
FINRA licenses (27 States and Territories)
Documents
Direct owners and executive officers
| Name | Position | CRD# |
|---|---|---|
| JADA CORP. | MEMBER | |
| BOMY CAPITAL CORPORATION | MEMBER | |
| HUMPHREY, JOHN HILDESLEY | MEMBER | 6229742 |
| BERKSHIRE CAPITAL CORPORATION | MEMBER | |
| DBR HOLDINGS INC. | MEMBER | |
| DELAMORE FAMILY TRUST | MEMBER | |
| HJS CORPORATION | MEMBER | |
| LATIN FIREBIRD CORP. | MEMBER | |
| SUGAR MAPLE CORPORATION | MEMBER | |
| BACH, KRISTINA NMN | FINOP, PFO, POO | 4281682 |
| BERKSHIRE GLOBAL ADVISORS GP, LLC | GENERAL PARTNER | |
| CAMERON, ROBERT BRUCE | CEO | 1146348 |
| DUNN, GLENN MICHAEL | MEMBER | 8048233 |
| EMTEMARK, PHILIP RAYMOND | MEMBER | 6378495 |
| FRIEDMAN, JUSTIN A | MEMBER | 6357798 |
| HACHIM, AJMAL BEN | MEMBER | 6762228 |
| JAKHETE, OPAL RAJ | MEMBER | 6685034 |
| JEANB CORPORATION | MEMBER | |
| KOLINSKY, DANIEL MICHAEL | MEMBER | 6734357 |
| KRUKOWSKI, JULIAN THEODORE | CCO | 3070439 |
| MITCHELL, JULIE ERIN | CAO | 3128001 |
| TARTAN FARM CORP. | MEMBER |
Disclosures
| Regulatory Event | 1 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
