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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-21 |
| OH | RA | APPROVED | 2023-07-25 |
| NY | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED_RES | 2023-07-14 |
| FL | RA | APPROVED | 2020-12-22 |
| NV | RA | APPROVED | 2020-10-27 |
| CO | RA | APPROVED | 2020-10-21 |
| CA | RA | APPROVED | 2019-06-04 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Los Angeles | CA | 01/2013 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 05/2019 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2019 |
| Evoke Wealth, Llc | Los Angeles | CA | 05/2019 | Present |
| Inbalance Advisors, Llc | Los Angeles | CA | 04/2022 | 08/2023 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
(1) KTWO/JTWO; NOT INVESTMENT RELATED; 11766 WILSHIRE BLVD. SUITE 1500, LOS ANGLES, CA 90025; PASSIVE INVESTMENT ENTITY; RELATIONSHIP: PASSIVE INVESTOR; SINCE 01/2021; ZERO HOURS SPENT ON THIS ACTIVITY; NO DUTIES. (2) MAPLE AVE; INVESTMENT RELATED; 1569 SORRENTO DR., PACIFIC PALISADES, CA 90272; PASSIVE INVESTMENT ENTITY; RELATIONSHIP: PASSIVE INVESTOR; SINCE 10/2020; ZERO HOURS SPENT ON THIS ACTIVITY; NO DUTIES.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-03-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-16 |
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