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Donna Lynne Thrane

Mai Capital Management, LLC

Cleveland, OH

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2025-10-28
TX RA APPROVED 2025-10-27
  • OH RA
    APPROVED
    Since 2025-10-28
  • TX RA
    APPROVED
    Since 2025-10-27

Branch Locations

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • 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
Wellspring Financial Advisors Cleveland OH 02/2007 05/2018
Unemployed Cleveland OH 05/2018 10/2018
Rsm Us Wealth Management Llc Cleveland OH 11/2018 02/2022
Choreo, Llc Cleveland OH 02/2022 Present
Mai Capital Management, Llc Cleveland OH 10/2025 Present
  • 02/2007 → 05/2018
    Wellspring Financial Advisors
    Cleveland, OH
  • 05/2018 → 10/2018
    Unemployed
    Cleveland, OH
  • 11/2018 → 02/2022
    Rsm Us Wealth Management Llc
    Cleveland, OH
  • 02/2022 → Present
    Choreo, Llc
    Cleveland, OH
  • 10/2025 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2006-04-29
S65 Uniform Investment Adviser Law Examination 1999-10-07
  • S63 Uniform Securities Agent State Law Examination
    2006-04-29
  • S65 Uniform Investment Adviser Law Examination
    1999-10-07
Designations

View on SEC IAPD

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MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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