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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jl Schneider & Associates | Santa Rosa | CA | 06/2015 | 09/2022 |
| Lpl Financial Llc | Santa Rosa | CA | 05/2015 | 09/2022 |
| Atlas Private Wealth Advisors, Llc | Matawan | NJ | 12/2021 | 09/2022 |
| Woodbury Financial Services Inc | Novato | CA | 09/2022 | 01/2024 |
| Osaic Wealth, Inc. | Novato | CA | 01/2024 | 03/2026 |
| Mai Capital Management Llc | Cleveland | OH | 03/2026 | Present |
1. Jamar Revocable Trust; not investment related; 7880 Welter Lane, Sebastopol, CA 95472; I am a co-trustee for my husband's and my personal trust; when trust was completed; 1 hour semi-annually.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-08-06 |
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