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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AR | RA | APPROVED | 2025-02-07 |
Branch Locations
8315 Cantrell Road Suite 240, Little Rock, AR 72227 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 07/2023 | Present |
| Transparent Wealth | Little Rock | AR | 11/2019 | 07/2023 |
| University Of Arkansas | Fayetteville | AR | 08/2016 | 05/2017 |
| University Of Arkansas At Little Rock | Little Rock | AR | 08/2017 | 05/2020 |
INDEPENDENT INSURANCE AGENT; SAME LOCATION
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-03-19 |
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