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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-10-03 |
| TX | RA | APPROVED | 2022-09-29 |
Branch Locations
6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mcdonald Partners Llc | Cleveland | OH | 03/2011 | 08/2022 |
| Mai Capital Management. Llc | Independence | OH | 08/2022 | Present |
Cathy's House - Sober Living Facility, Advise Board of Directors on budgeting, expansion, and sustainability issues. No compensation. Minimal hours during work week; The Society Foundation - Board Member, Non-profit organization providing services for individuals with disabilities, No compensation, 5 hours per quarter; Jack Mulhull Center- Board Member. No compensation and minimal hours during work week;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-09 |
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