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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-16 |
Branch Locations
820 Highway A1A N Suite E4, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services, Inc. | Mclean | VA | 03/1997 | 09/2022 |
| #Ia Fidelity Portfolio Advisory Services | Mclean | VA | 06/1998 | 09/2022 |
| Strategic Advisers | Fort Lauderdale | FL | 03/2000 | 09/2022 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 09/2022 |
| Mai Capital Managment Llc | Ponte Vedra Beach | FL | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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