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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-04 |
Branch Locations
820 Highway A1A N Suite E4, Ponte Vedra Beach, FL 32082 • 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 | Ponte Vedra Beach | FL | 10/2014 | Present |
| Foreside Fund Services, Llc | Ponte Vedra Beach | FL | 03/2016 | Present |
1.MAI WEALTH ADVISORS, LLC, PONTE VEDRA BEACH, FL, INVESTMENT RELATED, MANAGING DIRECTOR, 200 HOURS PER MONTH, 150 DURING TRADING HOURS. 2. PVAA BASEBALL BOARD, PONTE VEDRA BEACH FL, NOT INVESTMENT RELATED(BASEBALL LEAGUE), COMMISSIONER OF T-BALL, 5 HOURS PER MONTH, NON DURING TRADING HOURS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-20 |
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