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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-02 |
Branch Locations
820 Highway A1A North Suite E4, Ponte Vedra Beach, FL 32082 • 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 |
|---|---|---|---|---|
| Principal Life Insurance Co | Jacksonville | FL | 04/2004 | 09/2022 |
| West Point Business Group | Jacksonville | FL | 09/2007 | 09/2022 |
| Principal Securities Inc | Jacksonville | FL | 03/2016 | 09/2022 |
| Mai Capital Management Llc | Ponte Vedra Beach | FL | 10/2022 | Present |
**Blessing In A Backpack, fundraiser, 9/20/16. ***YMCA, Board Member, 02/15/16.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-22 |
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