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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-05-14 |
Branch Locations
7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 11/2009 | 10/2017 |
| Bank Of America, N.A. | Cincinnati | OH | 05/2011 | 10/2017 |
| Constellation Wealth Advisors, Llc | Cincinnati | OH | 10/2017 | 03/2025 |
| Quadrant Capital Group, Llc | Cincinnati | OH | 10/2017 | 03/2025 |
| Mai Capital Management, Llc | Cleveland | OH | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-28 |
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