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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 |
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 |
|---|---|---|---|
| CA | RA | APPROVED | 2025-02-04 |
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 | 08/2024 | Present |
| The Beehive | Manhattah Beach | CA | 08/2019 | 08/2020 |
| Evoke Advisors | Los Angeles | CA | 05/2022 | 07/2022 |
| Nuveen | Chicago | IL | 06/2023 | 08/2023 |
| University Of Wisconsin - Madison | Madison | WI | 08/2020 | 05/2024 |
| Mira Costa High School | Manhattan Beach | CA | 07/2016 | 06/2020 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-04 |
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