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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
14354 N. Frank Lloyd Wright Blvd. Suite C-8, Scottsdale, AZ 85260 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2023-12-19 |
| CA | RA | APPROVED | 2023-09-12 |
Branch Locations
14354 N. Frank Lloyd Wright Blvd. Suite C-8, Scottsdale, AZ 85260 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fisher Investments | Woodside | CA | 04/2013 | 04/2017 |
| The Vanguard Group, Inc. | Scottsdale | AZ | 03/2021 | 08/2023 |
| Tenet Financial Group | Aledo | TX | 04/2018 | 02/2021 |
| Unemployed | Vancouver | WA | 04/2017 | 04/2018 |
| Evoke Advisors | Los Angeles | CA | 09/2023 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-05-19 |
| S66 | Uniform Combined State Law Examination | 2004-08-12 |
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