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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 10/2024 | Present |
| Texas A&M University | College Station Texas | TX | 08/2023 | 08/2024 |
| Unemployed | Ann Arbor | MI | 10/2014 | 08/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-06-30 |
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