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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
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 |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-06-13 |
| OH | RA | APPROVED | 2023-06-12 |
| NY | RA | APPROVED | 2023-05-30 |
| TX | RA | APPROVED | 2023-05-30 |
| FL | RA | APPROVED | 2020-06-22 |
| NV | RA | APPROVED | 2020-03-18 |
| CA | RA | APPROVED | 2020-03-11 |
| CO | RA | APPROVED | 2020-03-11 |
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 | 11/2019 | Present |
| First Republic Bank | Los Angeles | CA | 09/2016 | 11/2019 |
| Kpmg | Los Angeles | CA | 07/2014 | 09/2016 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
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