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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-11-25 |
Branch Locations
3300 North Ridge Road Ste 345, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Court Place Advisors, Llc | Ellicott City | MD | 05/2008 | 11/2025 |
| Office Of William P. Chlan, Jr | Towson | MD | 06/1992 | Present |
WILLIAM P. CHLAN, AS PROPRIETOR, IS ENGAGED IN THE PROFESSION OF PROVIDING LEGAL AND ACCOUNTING SERVICES AS BOTH AN ATTORNEY AND CPA FOR WILLIAM P. CHLAN LOCATED AT 606 BALTIMORE AVENUE, SUITE 306, TOWSON, MD. THIS BUSINESS IS NOT INVESTMENT RELATED. DEPENDING WHETHER IT IS TAX FILING SEASON HIS TIME (86.5) HOURS/MONTH) IS SPENT ON THESE ACTIVITIES. IN SOME INSTANCES, CLIENTS OF WILLIAM P. CHLAN MAY BE INTRODUCED TO MAI CAPITAL MANAGEMENT, LLC FOR INVESTMENT ADVISORY SERVICES. CLIENTS ARE UNDER NO OBLIGATION TO USE MAI CAPITAL MANAGEMENTS,LLC AND NO REFERRAL FEES ARE PAID FOR THIS ARRANGEMENT.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-02 |
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