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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2025-12-23 |
| TX | RA | APPROVED | 2025-12-23 |
| MD | RA | APPROVED | 2024-10-11 |
| VA | RA | APPROVED | 2024-10-11 |
Branch Locations
20365 Exchange St. Suite 200, Ashburn, VA 20147 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Halpern Financial, Inc. | Rockville | MD | 08/2002 | 10/2024 |
| Mai Capital Management, Llc | Ashburn | VA | 10/2024 | Present |
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