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Joseph Nicholas Geier

Mai Capital Management, LLC

Marriottsville, MD

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
DE RA APPROVED 2025-09-29
TX RA APPROVED 2025-09-29
WI RA APPROVED 2025-09-29
MD RA APPROVED 2021-09-30
  • DE RA
    APPROVED
    Since 2025-09-29
  • TX RA
    APPROVED
    Since 2025-09-29
  • WI RA
    APPROVED
    Since 2025-09-29
  • MD RA
    APPROVED
    Since 2021-09-30

Branch Locations

2205 Warwick Way Suite 200, Marriottsville, MD 21104 • 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
Geier Financial Management Ellicott City MD 11/1990 09/2021
Geier Asset Management Ellicott City MD 01/2000 09/2021
Mai Capital Management Llc Marriottsville MD 09/2021 Present
  • 11/1990 → 09/2021
    Geier Financial Management
    Ellicott City, MD
  • 01/2000 → 09/2021
    Geier Asset Management
    Ellicott City, MD
  • 09/2021 → Present
    Mai Capital Management Llc
    Marriottsville, MD
Previous Registrations
  • 2001-10-29 → 2021-09-24
    Geier Asset Management Inc
    Marriottsville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1995-09-21
S63 Uniform Securities Agent State Law Examination 1992-12-07
  • S65 Uniform Investment Adviser Law Examination
    1995-09-21
  • S63 Uniform Securities Agent State Law Examination
    1992-12-07
Designations

View on SEC IAPD

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MAI CAPITAL MANAGEMENT, LLC · Marriottsville, MD
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THRIVENT INVESTMENT MANAGEMENT INC. · Marriottsville, MD
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