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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Essex Financial Services, Inc. | Essex | CT | 05/2006 | 03/2017 |
| Brenton Point Wealth Advisors Llc | New York | NY | 03/2017 | 12/2021 |
| Watermark Securities, Inc | New York | NY | 02/2019 | 12/2021 |
| Mai Capital Management | Madison | CT | 01/2022 | Present |
Patrick Gingras has entered a joint venture with Lindberg & Ripple, a member firm of M Financial Group, whereby Mr. Gingras serves as an insurance producer and may introduce Clients to Lindberg & Ripple when a life insurance need is identified. Any commissions or other compensation with respect to the implementation of transactions for, or on behalf of, the Client with such insurance companies is earned directly by Mr. Gingras. Such compensation is separate from, and in addition to, any fees payable paid to MAI Capital Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-07-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-27 |
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