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Jeanne-Marie Sands

Mai Capital Management, LLC

Leesburg, VA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2024-02-19
  • VA RA
    APPROVED
    Since 2024-02-19

Branch Locations

106 Harrison Street Suite 300, Leesburg, VA 20175 • 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
Madison Wealth Management Leesburg VA 12/2018 01/2024
Madison Wealth Management Leesburg VA 08/2015 12/2018
Mai Capital Management Llc Leesburg VA 01/2024 Present
  • 12/2018 → 01/2024
    Madison Wealth Management
    Leesburg, VA
  • 08/2015 → 12/2018
    Madison Wealth Management
    Leesburg, VA
  • 01/2024 → Present
    Mai Capital Management Llc
    Leesburg, VA
Previous Registrations
  • 2019-01-17 → 2024-01-29
    Madison Wealth Management
    Leesburg, VA
    Leesburg, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2018-05-07
  • S65 Uniform Investment Adviser Law Examination
    2018-05-07
Designations

View on SEC IAPD

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