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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-07-30 |
| CA | RA | APPROVED | 2019-06-05 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • 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 |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Los Angeles | CA | 01/2013 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 05/2019 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2019 |
| Evoke Wealth, Llc | Los Angeles | CA | 05/2019 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-01-11 |
| S66 | Uniform Combined State Law Examination | 2003-03-20 |
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