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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-06-12 |
Branch Locations
7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management Llc | Cleveland | OH | 03/2025 | Present |
| Fifth Third Bank | Cincinnati | OH | 05/2020 | 03/2025 |
| University Of Cincinnati | Cincinnati | OH | 08/2016 | 05/2020 |
| Maywic Select Investments | Cincinnati | OH | 05/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-05-30 |
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