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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-15 |
Branch Locations
3110 Thomas #131, Dallas, TX 75204 • United States
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 |
|---|---|---|---|---|
| Service Academy Capital Management | Dallas | TX | 06/2015 | 06/2026 |
| Kelson Capital Llc | New York | NY | 07/2018 | 01/2020 |
| Evoke Advisors | Los Angeles | CA | 05/2026 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-08 |
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