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David William Shiell

Mai Capital Management, LLC

Lakeside, MT

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
MT RA APPROVED 2023-09-11
HI RA APPROVED 2022-08-16
CA RA APPROVED 2022-08-12
NE RA APPROVED 2022-08-12
  • MT RA
    APPROVED
    Since 2023-09-11
  • HI RA
    APPROVED
    Since 2022-08-16
  • CA RA
    APPROVED
    Since 2022-08-12
  • NE RA
    APPROVED
    Since 2022-08-12

Branch Locations

Lakeside, MT • 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
Big Sky Asset Management Llc San Ramon CA 01/2003 12/2020
Intersect Capital Llc San Ramon CA 12/2015 06/2022
Mai Capital Management Llc San Ramon CA 07/2022 Present
  • 01/2003 → 12/2020
    Big Sky Asset Management Llc
    San Ramon, CA
  • 12/2015 → 06/2022
    Intersect Capital Llc
    San Ramon, CA
  • 07/2022 → Present
    Mai Capital Management Llc
    San Ramon, CA
Previous Registrations
  • 2002-10-30 → 2022-08-05
    Intersect Capital Llc
    San Ramon, CA
  • 2013-10-07 → 2021-03-24
    Big Sky Asset Management Llc
    San Ramon, CA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-07-15
  • S65 Uniform Investment Adviser Law Examination
    1998-07-15
Other Names
  • David Shiell

View on SEC IAPD

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