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Paul James Dipalma

Mai Capital Management, LLC

Boulder, CO

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
CO RA APPROVED 2025-07-24
  • CO RA
    APPROVED
    Since 2025-07-24

Branch Locations

1909 26Th Street Suite 1A, Boulder, CO 80302 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Southport Capital Lakewood Ranch FL 05/2014 12/2021
Mutual Trust Asset Management St. Petersburg FL 05/2023 05/2024
The Holland Group, Retirement Wealth Advisors, Llc Clearwater FL 12/2021 01/2025
Libra Wealth Llc St Petersburg FL 01/2025 05/2025
Mai Capital Management, Llc Cleveland OH 07/2025 Present
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-06-09
  • S65 Uniform Investment Adviser Law Examination
    2017-06-09
Other Names
  • Paul James Dipalma

View on SEC IAPD

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