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Brendan Lawrence Winkler

Mai Capital Management, LLC

Marriottsville, MD

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-30
MD RA APPROVED 2021-09-29
  • TX RA
    APPROVED_RES
    Since 2025-09-30
  • MD RA
    APPROVED
    Since 2021-09-29

Branch Locations

2205 Warwick Way Suite 200, Marriottsville, MD 21104 • 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
Geier Asset Management, Inc. Marriottsville MD 09/2012 09/2021
Mai Capital Management, Llc Marriottsville MD 09/2021 Present
  • 09/2012 → 09/2021
    Geier Asset Management, Inc.
    Marriottsville, MD
  • 09/2021 → Present
    Mai Capital Management, Llc
    Marriottsville, MD
Previous Registrations
  • 2019-01-18 → 2021-09-24
    Geier Asset Management Inc
    Marriottsville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2019-01-18
  • S65 Uniform Investment Adviser Law Examination
    2019-01-18
Other Names
  • Brendan Winkler

View on SEC IAPD

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