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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 |
|---|---|---|---|
| NV | RA | APPROVED | 2024-10-18 |
| OH | RA | APPROVED | 2024-10-17 |
| CA | RA | APPROVED | 2024-10-16 |
| CO | RA | APPROVED | 2024-10-16 |
| OR | RA | APPROVED | 2024-10-16 |
| TX | RA | APPROVED | 2024-10-16 |
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 |
|---|---|---|---|---|
| Bp Wealth Management | Beverly Hills | CA | 11/2014 | 05/2018 |
| Bessemer Trust | Los Angeles | CA | 05/2018 | 05/2024 |
| Bessemer Trust | La Jolla | CA | 03/2023 | 05/2024 |
| Evoke Advisors | Los Angeles | CA | 07/2024 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-23 |
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