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Daniel Jon Trumbower

Mai Capital Management, LLC

Ashburn, VA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-12-23
MD RA APPROVED 2024-10-11
TX RA APPROVED 2024-10-11
VA RA APPROVED 2024-10-11
  • DE RA
    APPROVED
    Since 2025-12-23
  • MD RA
    APPROVED
    Since 2024-10-11
  • TX RA
    APPROVED
    Since 2024-10-11
  • VA RA
    APPROVED
    Since 2024-10-11

Branch Locations

20365 Exchange St Suite 200, Ashburn, VA 20147 • 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
Trumbower Financial Advisors, Llc Bethesda MD 02/2003 09/2019
Halpern Financial, Inc. Rockville MD 10/2019 10/2024
Mai Capital Management, Llc Ashburn VA 10/2024 Present
Previous Registrations
  • 2019-10-07 → 2024-10-08
    Halpern Financial, Inc.
    Ashburn, VA
    Rockville, MD
  • 2004-07-01 → 2019-09-27
    Trumbower Financial Advisors Llc
    Bethesda, MD
    Bethesda, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2004-06-30
S63 Uniform Securities Agent State Law Examination 2002-01-24
  • S65 Uniform Investment Adviser Law Examination
    2004-06-30
  • S63 Uniform Securities Agent State Law Examination
    2002-01-24
Designations

View on SEC IAPD

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LPL FINANCIAL LLC · ASHBURN, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
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