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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-01-13 |
| NV | RA | APPROVED | 2021-01-07 |
| CA | RA | APPROVED | 2020-12-18 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Century City | CA | 11/2013 | 04/2017 |
| First Republic Investment Management Inc. | Los Angeles | CA | 04/2017 | 02/2020 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 02/2020 |
| Unemployed | Murrieta | CA | 02/2020 | 10/2020 |
| Evoke Wealth, Llc | Los Angeles | CA | 10/2020 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-18 |
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