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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 2024-01-25
  • OH RA
    APPROVED
    Since 2024-01-25

Branch Locations

7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • 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
John D. Dovich & Associates Cincinnati OH 01/2013 01/2019
Wealthquest Corporation Cincinnati OH 01/2019 05/2022
Madison Wealth Advisors Cincinnati OH 05/2022 01/2024
Mai Capital Management Llc Cincinnati OH 01/2024 Present
  • 01/2013 → 01/2019
    John D. Dovich & Associates
    Cincinnati, OH
  • 01/2019 → 05/2022
    Wealthquest Corporation
    Cincinnati, OH
  • 05/2022 → 01/2024
    Madison Wealth Advisors
    Cincinnati, OH
  • 01/2024 → Present
    Cincinnati, OH
Previous Registrations
  • 2022-06-21 → 2024-01-29
    Madison Wealth Management
    Cincinnati, OH
Designations

View on SEC IAPD

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