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Ted Stephen Halpern

Mai Capital Management, LLC

Ashburn, VA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-11-11
TX RA APPROVED 2024-10-11
VA RA APPROVED 2024-10-11
  • FL RA
    APPROVED
    Since 2024-11-11
  • TX RA
    APPROVED
    Since 2024-10-11
  • VA RA
    APPROVED
    Since 2024-10-11

Branch Locations

20365 Exchange Street Suite 200, Ashburn, VA 20147 • 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
Halpern Financial, Inc. Ashburn VA 05/1993 10/2024
Mai Capital Management Llc Ashburn VA 10/2024 Present
Previous Registrations
  • 2003-07-22 → 2024-10-08
    Halpern Financial, Inc.
    Ashburn, VA
    Rockville, MD
    Rockville, MD
    Rockville, MD
    Naples, FL
  • 2011-01-12 → 2013-11-05
    Ifocus Financial, Llc
    Mclean, VA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1993-11-05
S63 Uniform Securities Agent State Law Examination 1991-08-05
  • S65 Uniform Investment Adviser Law Examination
    1993-11-05
  • S63 Uniform Securities Agent State Law Examination
    1991-08-05
Other Names
  • Ted Halpern

View on SEC IAPD

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Other Offices

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HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA
IP FINANCIAL ADVISORY SERVICES LLC · Ashburn, VA

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