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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-05-29 |
Branch Locations
6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management | Cleveland | OH | 01/2019 | Present |
| Paragon Advisors | Shaker Heights | OH | 01/2017 | 01/2019 |
| Sterling Jewelers | Fairlawn | OH | 08/2015 | 01/2017 |
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