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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-12 |
Branch Locations
6101 Carnegie Blvd. Suite 360, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Engines Advisors L.L.C. | Santa Clara | CA | 03/2020 | 07/2022 |
| Teema Solutions Group | Phoenix | AZ | 03/2019 | 03/2020 |
| True Strength Fitness | Scottsdale | AZ | 11/2018 | 03/2019 |
| Orangetheory Fitness | Burlington | VT | 01/2018 | 10/2018 |
| University Of Vermont Campus Recreation | Burlington | VT | 08/2016 | 05/2018 |
| Body Resolution | Burlington | VT | 05/2016 | 09/2017 |
| Financial Engines Advisors L.L.C | Santa Clara | CA | 07/2022 | 01/2023 |
| Alight Financial Advisors | Branchville | NJ | 05/2023 | 11/2023 |
| Unemployed | Branchville | NJ | 01/2023 | 05/2023 |
| Alight Financial Advisors | Charlotte | NC | 11/2023 | 02/2024 |
| The Olde Mecklenburg Brewery | Charlotte | NC | 04/2024 | 12/2024 |
| Consolidated Planning | Charlotte | NC | 07/2024 | 11/2024 |
| Ferretti Search | Matthews | NC | 11/2024 | 02/2025 |
| Consolidated Planning | Charlotte | NC | 05/2025 | 07/2025 |
| Unemployed | Charlotte | NC | 02/2025 | 05/2025 |
| Park Avenue Securities | Charlotte | NC | 07/2025 | 11/2025 |
| Guardian Life Insurance Company | Charlotte | NC | 07/2025 | 11/2025 |
| Mai Capital Management Llc | Cleveland | OH | 11/2025 | Present |
BARTENDER - I am an employee of a local brewery in Monroe, NC. My role includes bartending and only takes place on the weekends. start date: 03/20/2025; 222 N Main St, Monroe, NC 28112; 32 hrs; 0 per trading hours; not investment related; less than 10% compensation
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-06-22 |
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