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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-21 |
Branch Locations
6101 Carnegie Blvd Suite 360, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solamere Advisors | Charlotte | NC | 08/2013 | 12/2021 |
| Mai Capital Management | Charlotte | NC | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-05-15 |
| S65 | Uniform Investment Adviser Law Examination | 1998-07-02 |
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