Joy Arlene Puyear

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2007 → 07/2022
  Intersect Capital,Llc, Formerly Financial Horizons
  San Ramon, CA
• 07/2022 → Present
  Mai Capital Management, Llc
  San Ramon, CA

Previous Registrations

• 2007-09-25 → 2022-08-05
  Intersect Capital Llc
  San Ramon, CA
• 2006-01-13 → 2007-04-13
  Bb&R Wealth Management, Inc.
  Walnut Creek, CA

Exams

• S66 Uniform Combined State Law Examination
  2005-05-02