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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-12-21 |
Branch Locations
6101 Carnegie Blvd Suite 650, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Sterling Capital Management Llc | Charlotte | NC | 12/2005 | 07/2019 |
| Queens Oak Advisors | Charlotte | NC | 07/2019 | 12/2021 |
| Mai Capital Management | Charlotte | NC | 12/2021 | Present |
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