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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-09-13 |
Branch Locations
6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • 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 |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 08/2022 | Present |
| Pnc Bank | Cleveland | OH | 02/2015 | 08/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-09-27 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-17 |
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