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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-15 |
Branch Locations
23240 Chagrin Blvd Suite 880, Beachwood, OH 44122 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hw Financial Advisors | Beachwood | OH | 05/2016 | 12/2020 |
| Commonwealth Financial Network | Waltham | MA | 06/2016 | 12/2020 |
| Mai Capital Management, Llc | Cleveland | OH | 01/2021 | Present |
1. Finance Advisory Committee, City of Beachwood; Located at 25325 Fairmount Blvd, Beachwood, OH 44122, as of 8/22/2019; 0% time spent during business hours; Not conducted at branch location; Not investment related.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-07-08 |
| S65 | Uniform Investment Adviser Law Examination | 2009-01-24 |
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