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Vaughn Raye Schill

Mai Capital Management, LLC

Berwyn, PA

Cleveland, OH

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-11-04
TX RA APPROVED 2024-11-04
  • PA RA
    APPROVED
    Since 2024-11-04
  • TX RA
    APPROVED
    Since 2024-11-04

Branch Locations

1001 Old Cassatt Road Suite 208, Berwyn, PA 19312 • United States

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Purshe Kaplan Sterling Investments Albany NY 09/2013 12/2017
Bridgers Schill Wealth Management Group, Llc Morrestown NJ 02/2016 10/2018
Hyperion Partners, Llc Devon PA 10/2018 10/2024
Mai Capital Management, Llc Cleveland OH 10/2024 Present
  • 09/2013 → 12/2017
    Purshe Kaplan Sterling Investments
    Albany, NY
  • 02/2016 → 10/2018
    Bridgers Schill Wealth Management Group, Llc
    Morrestown, NJ
  • 10/2018 → 10/2024
    Hyperion Partners, Llc
    Devon, PA
  • 10/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
  • 2018-10-23 → 2024-10-28
    Hyperion Partners, Llc
    Berwyn, PA
  • 2016-03-10 → 2018-11-30
    Redwood Wealth Management Group, Llc
    Medford, NJ
  • 2013-10-01 → 2016-02-22
    Lane Hipple - Wealth Management Group
    Moorestown, NJ
  • 2006-05-15 → 2013-09-27
    Vsr Financial Services, Inc.
    Moorestown, NJ
    Moorestown, NJ
    Overland Park, KS
    Overland Park, KS
  • 2004-01-02 → 2006-05-23
    Wells Fargo Advisors Financial Network, Llc
    Moorestown, NJ
    Moorestown, NJ
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2003-06-09
S63 Uniform Securities Agent State Law Examination 2003-02-05
  • S65 Uniform Investment Adviser Law Examination
    2003-06-09
  • S63 Uniform Securities Agent State Law Examination
    2003-02-05
Designations

View on SEC IAPD

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