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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 |
| NY | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-12-20 |
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 |
|---|---|---|---|---|
| New York University | New York | NY | 09/2016 | 05/2020 |
| Crescent Bay Advisors | Corona Del Mar | CA | 10/2020 | 08/2024 |
| Evoke Advisors | Los Angeles | CA | 08/2024 | Present |
| Student | Laguna Beach | CA | 09/2014 | 09/2016 |
| Unemployed | New York | NY | 05/2020 | 09/2020 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
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