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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-13 |
| CA | RA | APPROVED | 2024-01-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Santa Rosa | CA | 10/2013 | 05/2018 |
| Traverso Chambers Private Wealth Management, Llc | Santa Rosa | CA | 04/2018 | 01/2024 |
| Mai Capital Management Llc | Santa Rosa | CA | 01/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-08 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-04 |
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