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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-12-16 |
Branch Locations
106 Harrison Street Se Suite 300, Leesburg, VA 20175 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Leesburg | VA | 12/2024 | Present |
| Canandaigua National Bank And Trust Company | Rochester | NY | 05/2015 | 07/2018 |
| Tompkins Financial Advisors | Williamsville | NY | 07/2018 | 12/2019 |
| Key Private Bank | Buffalo | NY | 12/2019 | 03/2024 |
| Bank Of Charles Town (Bct - The Community's Bank) | Leesburg | VA | 04/2024 | 12/2024 |
Suddenly You..., not investment related. Co-owner of start up (in process of business documents). January 2024. Approximate 6-8 hours month, zero during trading/business hours (all weekend mtgs). Development of educational material pertaining to life events/changes. Target audience is those open to learning financial, health and happiness.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-07-16 |
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