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Brian Patrick Bolan

Mai Capital Management, LLC

Cincinnati, 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
KY RA APPROVED 2024-10-03
OH RA APPROVED 2024-10-03
TX RA APPROVED 2024-10-03
  • KY RA
    APPROVED
    Since 2024-10-03
  • OH RA
    APPROVED
    Since 2024-10-03
  • TX RA
    APPROVED
    Since 2024-10-03

Branch Locations

7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • 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
Bolan Capital Management Cincinnati OH 08/2009 09/2024
Mai Capital Management Llc Cleveland OH 09/2024 Present
Previous Registrations
  • 2009-10-30 → 2024-10-04
    Bolan Capital Management, Llc
    Cincinnati, OH
  • 2008-07-22 → 2009-08-21
    Strategic Advisers Llc
    Salt Lake City, UT
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2008-10-24
S63 Uniform Securities Agent State Law Examination 1997-02-20
  • S65 Uniform Investment Adviser Law Examination
    2008-10-24
  • S63 Uniform Securities Agent State Law Examination
    1997-02-20
Other Names
  • Brian P Bolan

View on SEC IAPD

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MICHAEL WILLIAM POPIL
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Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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