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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-05-19 |
| OH | RA | APPROVED | 2023-07-25 |
| NV | RA | APPROVED | 2023-07-17 |
| OR | RA | APPROVED | 2023-07-11 |
| CO | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED_RES | 2023-07-10 |
| CA | RA | APPROVED | 2019-06-04 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Securities Company, Llc | Los Angeles | CA | 01/2013 | 04/2017 |
| First Republic Securities Company, Llc | Los Angeles | CA | 04/2017 | 05/2019 |
| First Republic Investment Management, Inc. | Los Angeles | CA | 04/2017 | 05/2019 |
| Evoke Advisors | Los Angeles | CA | 05/2019 | Present |
| Inbalance Advisors, Llc | Los Angeles | CA | 05/2023 | 08/2023 |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-02-26 |
| S65 | Uniform Investment Adviser Law Examination | 1997-07-30 |
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