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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-15 |
Branch Locations
6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hw Financial Advisors | Cleveland | OH | 05/2013 | 02/2018 |
| Commonwealth Financial Network | Waltham | MA | 02/2018 | 01/2021 |
| Hw Financial Advisors | Cleveland | OH | 02/2018 | 01/2021 |
| Mai Capital Management, Llc | Cleveland | OH | 01/2021 | Present |
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