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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-07-10 |
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 |
|---|---|---|---|---|
| Tiaa | Ponte Vedra Beach | FL | 06/2016 | 05/2017 |
| Tiaa-Cref Individual & Institutional Services, Llc | Ponte Vedra Beach | FL | 06/2016 | 05/2017 |
| Mai Capital Management, Llc | Ponte Vedra Beach | FL | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-04 |
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