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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| TN | RA | APPROVED | 2024-02-05 |
| CA | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Santa Rosa | CA | 10/2009 | 05/2018 |
| Traverso Chambers Private Wealth Management, Llc | Santa Rosa | CA | 04/2018 | 01/2024 |
| Mai Capital Management, Llc | Santa Rosa | CA | 01/2024 | Present |
Traverso/Chambers, LLC ; not investment related; 1642 CH Rankin Rd., White Pine, TN 37890; properly management for 1 property at 917 Mendocino Ave., Santa Rosa, CA 95401; 50% owner; 09/2009; 3hrs/month; 0 hours during trading hours; general property management responsibilities such as collecting rent, responding to issues on the property, bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-06-02 |
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