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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-22 |
| CA | RA | APPROVED | 2025-09-19 |
Branch Locations
1700 S. El Camino Real Suite 385, San Mateo, CA 94402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Summit Financial Advisors, Llc | San Mateo | CA | 09/1999 | 09/2025 |
| Lpl Financial Llc | San Mateo | CA | 09/2009 | 03/2023 |
| Mai Capital Management, Llc | San Mateo | CA | 09/2025 | Present |
1) Notary - less than 1% of time spent verifying signatures. 2) Real Estate Salesperson/Referral Specialist - less than 1% of time spent.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-11-27 |
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