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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-01-02 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 10/2014 | Present |
HELP Foundation | Non-Investment Related | 26900 Euclid Avenue, Euclid, Ohio 44132 | Charity | Board Member | June 17, 2019 | 1 - 5 hours per month outside of trading hours | Provides advice to the Help Foundation board regarding the foundation investments.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-12-28 |
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