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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 | 2026-07-17 |
| AR | RA | APPROVED | 2025-02-14 |
Branch Locations
8315 Cantrell Road Suite 240, Little Rock, AR 72227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Management Llc | Little Rock | AR | 10/2015 | 10/2016 |
| Ameriprise Financial Services, Llc | Little Rock | AR | 10/2016 | 06/2020 |
| Transparent Wealth Partners Llc | Little Rock | AR | 06/2020 | 07/2023 |
| Mai Capital Management, Llc | Little Rock | AR | 07/2023 | Present |
1. arkansas storage centers, VIII 2. Aspen Heights Equity 3. Rogers 13th street properties 4. Sh warehouse LLC 5. Real Estate Ownership; Commercial; Dallas; Not Investment Related; Oct 2017. DayMark in waxahatchie TX 6. NBSH 7. NBSH Blue 8. Encore Bank 9. Katie Kime Inc Other Business Activities; 7 days with god; advisor authored children's book; I created a book; Not Investment Related; 1-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-03 |
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