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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 09/2020 | 06/2021 |
| Zengo Cycle | Gaithersburg | MD | 11/2018 | 03/2020 |
| Bonefish Grille | Gaithersburg | MD | 11/2019 | 02/2020 |
| California Pizza Kitchen | Gaithersburg | MD | 05/2017 | 03/2019 |
| Student | Gaithersburg | MD | 01/2010 | 04/2017 |
| Student | Gaithersburg | MD | 03/2020 | 09/2020 |
| Carmichael Hill & Associates, Inc. | Gaithersburg | MD | 07/2021 | 12/2024 |
| Mai Capital Management Llc | Gaithersburg | MD | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-12-28 |
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