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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-11-12
NY RA APPROVED 2025-11-12
  • CA RA
    APPROVED
    Since 2025-11-12
  • NY RA
    APPROVED
    Since 2025-11-12

Branch Locations

New York, NY • United States

Evoke Advisors

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-12-20
  • NY RA
    APPROVED
    Since 2024-12-20

Branch Locations

New York, NY • United States

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2016 → 05/2020
    New York University
    New York, NY
  • 10/2020 → 08/2024
    Crescent Bay Advisors
    Corona Del Mar, CA
  • 08/2024 → Present
    Los Angeles, CA
  • 09/2014 → 09/2016
    Student
    Laguna Beach, CA
  • 05/2020 → 09/2020
    Unemployed
    New York, NY
  • 11/2025 → Present
    Cleveland, OH
Designations

View on SEC IAPD

More in New York, NY

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