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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 |
| IN | 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 |
|---|---|---|---|
| IN | RA | APPROVED | 2025-07-25 |
| NJ | RA | APPROVED | 2023-09-21 |
| AZ | RA | APPROVED | 2023-07-10 |
| OH | RA | APPROVED | 2023-05-30 |
| WY | RA | APPROVED | 2023-05-30 |
| AR | RA | APPROVED | 2023-05-25 |
| ID | RA | APPROVED | 2023-05-23 |
| TX | RA | APPROVED_RES | 2023-05-23 |
| NY | RA | APPROVED | 2023-05-22 |
| SD | RA | APPROVED | 2023-05-22 |
| NV | RA | APPROVED | 2020-10-27 |
| CO | RA | APPROVED | 2020-10-22 |
| CA | RA | APPROVED | 2020-10-21 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bel Air Investment Advisors Llc | Los Angeles | CA | 08/2001 | 09/2020 |
| Bel Air Securities Llc | Los Angeles | CA | 09/2005 | 09/2020 |
| Evoke Advisors | Los Angeles | CA | 09/2020 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
Private Medical; not investment related; 9201 Sunset Blvd., Suite 701, Los Angeles, CA 90069; Nature of business: Medical Practice; Ambassador; Start: March 2023, approximately 2 hours/month; none during trading hours; Duties: Promote Health.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-06 |
| S63 | Uniform Securities Agent State Law Examination | 1997-03-24 |
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