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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| VT | RA | APPROVED | 2026-06-22 |
| CT | RA | APPROVED | 2026-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Old Saybrook | CT | 12/2007 | 12/2021 |
| Raymond James Financial Services Advisors, Inc | Old Saybrook | CT | 01/2009 | 12/2021 |
| Saybrook Wealth Group, Inc. | Old Saybrook | CT | 01/2022 | 05/2026 |
| Mai Capital Management, Llc | Cleveland | OH | 05/2026 | Present |
Name of business: 288 Main Street Old Saybrook, CT Rental Real Estate: Proprietor/Owner Investment Related Start Date 12/31/19 Hours per month devoted to business: 5 Hours per month devoted to business during trading hours: 0 Description of Duties: Real Estate Holding company, set up as an LLC. I am sole owner. Closing on building 1/14/20. The building will have 3 tenants (my S-Corp will be one of the tenants). Name of Business : Ableplanning.com Address: 288 Main St,Old Saybrook, CT Nature of the Business: Support Company/DBA (Owner) Position/Title: Support Company/DBA (Owner) Investment Related:Yes Start Date: 08/31/2021 Hours per month devoted to this business: 20 Hours per month devoted to this business during trading hours: 10 Description of duties: Owner of an online website to provide special needs planning services to families and individuals. See link above.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-17 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-18 |
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