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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-21 |
Branch Locations
7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Greystone Investment Management Llc | Cincinnati | OH | 04/2001 | 01/2019 |
| Greystone Investment Management, Llc | Cincinnati | OH | 06/2016 | 01/2019 |
| Madison Wealth Management | Cincinnati | OH | 01/2019 | 01/2024 |
| Mai Capital Management Llc | Cincinnati | OH | 01/2024 | Present |
Sally is a partner in GIM Partners, LLC. The sole purpose of the entity is to receive the proceeds from the sale of Greystone Investment Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2013-03-21 |
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