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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-09-23 |
| NC | RA | APPROVED | 2022-09-21 |
| OH | RA | APPROVED | 2022-09-20 |
| PA | RA | APPROVED | 2022-09-20 |
| TX | RA | APPROVED | 2022-09-19 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cuyahoga Falls | OH | 09/2005 | 08/2022 |
| Mai Capital Management Llc | Cleveland | OH | 09/2022 | Present |
Business Ownership; DJames II, LLC; President; Business is to track expenses only.; OH 44236; Not Investment Related; March 2001; 1 to 9 hours per month; 1-9 during trading hours/ DJames II, S-Corp; S-Corp; Moving from LLC to S-Corp to save money on FICA taxes; OH 44223-2641; Not Investment Related; April 2017; 1 to 9 hours per month; 1-9 during trading hours. Board of Directors; The City of Hudson Tax Incentive Review Council; Alternate Member; 27 E. Main St. Hudson, OH 44236; November 2011; 1-9 hours per month. Hudson Community Foundation, September 2021; 49 E Main St. PO Box 944, Hudson, OH 44236; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-02-13 |
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