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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2008-01-22 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 01/2016 | Present |
City Mission of Cleveland | Non-Investment Related | 5310 Carnegie Avenue, Cleveland, Ohio 44103 | Charity | Treasurer, November 2019 | 1-5 hours per month outside of trading hours | Oversee finances of the City Mission and maintenance of financial records; participate in meetings. City Mission Endowment Foundation | Investment Related | PO Box 1026, Twinsburg, Ohio 44087 | Charity | President, February 2021 | 1-5 hours per month during trading hours and 1-5 hours outside of trading hours | Provide oversight to investment portfolio of Endowment Foundation and attend meetings.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-19 |
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