Best Investors Account Sign in
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

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

Evoke Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2025-08-01
  • CA RA
    APPROVED
    Since 2025-08-01

Branch Locations

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
Evoke Advisors Los Angeles CA 10/2024 Present
Evoke Advisors Los Angeles CA 08/2025 Present
Heritage Investors Management Corporation Bethesda MD 06/2023 10/2024
Tennis Central Corp Washington DC 06/2021 09/2022
Chester Valley Golf Club Malvern PA 06/2015 01/2021
George Washington University Washington DC 01/2021 06/2021
George Washington University Washington DC 09/2022 06/2023
Mai Capital Management, Llc Cleveland OH 01/2026 Present
  • 10/2024 → Present
    Los Angeles, CA
  • 08/2025 → Present
    Los Angeles, CA
  • 06/2023 → 10/2024
    Heritage Investors Management Corporation
    Bethesda, MD
  • 06/2021 → 09/2022
    Tennis Central Corp
    Washington, DC
  • 06/2015 → 01/2021
    Chester Valley Golf Club
    Malvern, PA
  • 01/2021 → 06/2021
    George Washington University
    Washington, DC
  • 09/2022 → 06/2023
    George Washington University
    Washington, DC
  • 01/2026 → Present
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-05-28
  • S65 Uniform Investment Adviser Law Examination
    2025-05-28

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Los Angeles, CA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor