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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-02-17 |
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-15 |
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 |
|---|---|---|---|---|
| Evoke Advisors | Los Angeles | CA | 06/2025 | Present |
| Clifford Swan Investment Counselors | Pasadena | CA | 11/2022 | 03/2025 |
| Merrill Lynch | San Francisco | CA | 04/2021 | 07/2022 |
| Bank Of America | San Francisco | CA | 06/2019 | 04/2021 |
| Unemployed | Los Angeles | CA | 07/2022 | 11/2022 |
| Full-Time Student | Los Angeles | CA | 01/2015 | 05/2019 |
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-15 |
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