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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-09 |
Branch Locations
12657 Alcosta Blvd Suite 400, San Ramon, CA 94583 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Intersect Capital Llc Fka Financial Horizons Wealth Building | San Ramon | CA | 06/2014 | 07/2022 |
| Intersect Capital Insurance Services, Llc | San Ramon | CA | 08/2015 | 07/2022 |
| Mai Capital Management Llc | San Ramon | CA | 07/2022 | Present |
Gordon Family Giving Fund; Investment-related; Treasurer 1.) Intersect Capital Insurance Services, LLC ; non- investment-related; San Ramon, CA 94583; insurance; owner; 08/2015; negligible; insurance agent. 2.) Gordon Family Giving Foundation; investment-related; San Ramon, CA 94583; Treasurer; 01/2019 3) Intersect Ventures LLC; investment-related; San Ramon, CA 94583; private equity investment; owner; 01/2019; negligible; raising capital.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-04 |
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