Best Investors Account Sign in
Inactive

John William Peregrim

Mai Capital Management, LLC

Cleveland, OH

Berwyn, PA

Claim This Profile
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2024-10-31
TX RA APPROVED 2024-10-31
  • PA RA
    APPROVED
    Since 2024-10-31
  • TX RA
    APPROVED
    Since 2024-10-31

Branch Locations

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

1001 Old Cassatt Road Suite 208, Berwyn, PA 19312 • 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
Penn State University University Park PA 08/2016 04/2017
Bridgers Schill Devon PA 06/2017 08/2017
Penn State University University Park PA 08/2017 04/2018
Hyperion Partners, Llc Devon PA 05/2019 08/2019
Penn State University University Park PA 08/2019 12/2019
Hyperion Partners, Llc Devon PA 01/2020 10/2024
Bridgers Schill Devon PA 05/2018 08/2018
Penn State University University Park PA 08/2018 04/2019
Mai Capital Management, Llc Cleveland OH 10/2024 Present
  • 08/2016 → 04/2017
    Penn State University
    University Park, PA
  • 06/2017 → 08/2017
    Bridgers Schill
    Devon, PA
  • 08/2017 → 04/2018
    Penn State University
    University Park, PA
  • 05/2019 → 08/2019
    Hyperion Partners, Llc
    Devon, PA
  • 08/2019 → 12/2019
    Penn State University
    University Park, PA
  • 01/2020 → 10/2024
    Hyperion Partners, Llc
    Devon, PA
  • 05/2018 → 08/2018
    Bridgers Schill
    Devon, PA
  • 08/2018 → 04/2019
    Penn State University
    University Park, PA
  • 10/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
  • 2020-01-14 → 2024-10-28
    Hyperion Partners, Llc
    Berwyn, PA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-08-19
  • S65 Uniform Investment Adviser Law Examination
    2019-08-19
Designations

View on SEC IAPD

Other Firms

FIRST FIDUCIARY INVESTMENT COUNSEL INC
INDEPENDENCE WEALTH ADVISORS, LLC
VOYA FINANCIAL ADVISORS, INC.
EAGLE STRATEGIES LLC
W&S BROKERAGE SERVICES, INC.
M HOLDINGS SECURITIES, INC.
AMERIPRISE FINANCIAL SERVICES, LLC
PRASAD WEALTH PARTNERS

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

More in Cleveland, OH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor