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Inactive

David Alexander Moreno

Mai Capital Management, LLC

Los Angeles, CA

Evoke Advisors

Los Angeles, CA

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

Branch Locations

10635 Santa Monica Blvd. Suite 240, Los Angeles, CA 90025 • United States

Evoke Advisors

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-01-21
  • CA RA
    APPROVED
    Since 2026-01-21

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 04/2025 Present
Jp Morgan Chase Century City CA 07/2019 07/2024
Unemployed Los Angeles CA 08/2024 04/2025
Fedex Office Northridge CA 08/2016 07/2019
Evoke Advisors Los Angeles CA 01/2026 Present
Mai Capital Management, Llc Cleveland OH 01/2026 Present
  • 04/2025 → Present
    Evoke Advisors
    Los Angeles, CA
  • 07/2019 → 07/2024
    Jp Morgan Chase
    Century City, CA
  • 08/2024 → 04/2025
    Unemployed
    Los Angeles, CA
  • 08/2016 → 07/2019
    Fedex Office
    Northridge, CA
  • 01/2026 → Present
    Evoke Advisors
    Los Angeles, CA
  • 01/2026 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-08-12
  • S65 Uniform Investment Adviser Law Examination
    2025-08-12

View on SEC IAPD

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Other Offices

POST ADVISORY GROUP, LLC · LOS ANGELES, CA
WESTMOUNT PARTNERS, LLC · LOS ANGELES, CA
GIDEON CAPITAL, LLC · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
TLG ADVISORS, INC. · Los Angeles, CA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · LOS ANGELES, CA
NORTHERN TRUST SECURITIES, INC. · LOS ANGELES, CA

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