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Valerie Lauren Downs

Mai Capital Management, LLC

Basking Ridge, NJ

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Current Employers
Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

AuthorityCategoryStatusDate
NJ RA APPROVED 2024-09-18
  • NJ RA
    APPROVED
    Since 2024-09-18

Branch Locations

Basking Ridge, NJ • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Allied Wealth Partners Parsippany NJ 10/2008 03/2017
Wealth Edge New York NY 03/2017 01/2018
Lws Wealth Advisors, Inc. Basking Ridge NJ 01/2018 08/2018
Lws Wealth Advisors, Inc. Basking Ridge NJ 08/2018 03/2024
Mai Capital Management Llc Basking Ridge NJ 03/2024 Present
  • 10/2008 → 03/2017
    Allied Wealth Partners
    Parsippany, NJ
  • 03/2017 → 01/2018
    Wealth Edge
    New York, NY
  • 01/2018 → 08/2018
    Lws Wealth Advisors, Inc.
    Basking Ridge, NJ
  • 08/2018 → 03/2024
    Lws Wealth Advisors, Inc.
    Basking Ridge, NJ
  • 03/2024 → Present
    Mai Capital Management Llc
    Basking Ridge, NJ
Previous Registrations
  • 2018-10-16 → 2024-03-12
    Lws Wealth Advisors, Inc.
    Basking Ridge, NJ
Designations
Other Names
  • Valerie Lauren Downs
  • Valerie Lauren Rezza

View on SEC IAPD

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