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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-11 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Boston, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nomura Securities International, Inc. | New York | NY | 07/2017 | 11/2019 |
| University Of Michigan - Center For Sport & Policy | Ann Arbor | MI | 08/2016 | 05/2017 |
| University Of Michigan - Ann Arbor | Ann Arbor | MI | 09/2012 | 04/2017 |
| Regal Wealth Management | New York | NY | 11/2019 | 12/2021 |
| Mai Capital Management | New York | NY | 12/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-26 |
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