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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-06-08 |
Branch Locations
820 Highway A1A N Suitee4, Ponte Vedra Beach, FL 32082 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fortius Financial Advisors, Llc | Salt Lake City | UT | 05/2010 | 03/2021 |
| Mai Capital Management Llc | Ponte Vedra Beach | FL | 04/2021 | Present |
MR. DVORKIN IS THE PRESIDENT OF DVORKIN INVESTMENTS INC. WHICH IS AN S-CORP TO HOLD BUSINESS AND FAMILY ASSETS FOR ESTATE AND TAX PURPOSES. MR. DVORKIN IS A MEMBER OF CITIUS VENTURES, LLC., AN INVESTMENT RELATED HOLDING COMPANY THAT INVESTS IN AND HOLDS MULTIPLE PRIVATE EQUITY POSITIONS.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-24 |
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