Joshua Enrique Danforth

Employer firm

Mai Capital Management, LLC CRD 109807

$52.1B regulatory AUM 132 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 07/2016 → 03/2018
  Kestra Financial Services, Inc.
  Austin, TX
• 03/2018 → 02/2021
  Legacy Capital Wealth Partners, Llc
  Little Rock, AR
• 05/2018 → 02/2021
  Purshe Kaplan Sterling Investments, Inc.
  Little Rock, AR
• 07/2021 → Present
  Mai Capital Managment Llc
  Little Rock, AR
• 02/2021 → 07/2021
  Dba Danforth Inc
  Little Rock, AR

Previous Registrations

• 2018-03-03 → 2021-02-24
  Legacy Capital Wealth Partners, Llc
  Little Rock, AR
• 2016-07-05 → 2018-03-01
  Kestra Advisory Services, Llc
  Austin, TX
• 2016-07-01 → 2016-09-22
  Kestra Investment Services, Llc
  Little Rock, AR
  Austin, TX
• 2005-07-01 → 2016-06-25
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Little Rock, AR
  Little Rock, AR

Other Businesses

1) Business Name: Joshua E Danforth Investment Related: No Address: 1401 Mesquite Drive, Little Rock, AR 72211 Nature of Business: Real Estate Position, Title or Relationship: Owner Start Date: 8/1/2016 Hours per month: 0% - 10% (0 - 16 hours) Hours per month during trading hours: 0% - 10% (0 - 14 hours) Duties: Landlord

Exams

• S66 Uniform Combined State Law Examination
  2005-06-30

Designations

• Certified Financial Planner

Other Names

• Joshua E Danforth