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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-09-10 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 10/2014 | 06/2017 |
| Mai Capital Management, Llc | Cleveland | OH | 07/2017 | Present |
United Way of Greater Cleveland | Non-Investment Related | 1331 Euclid Avenue, Cleveland, Ohio 44115 | Charity | Philanthropic Fund | Board Member, July 21, 2017 | 1 - 5 hours per month outside of trading hours | Assist in reviewing investment portfolios and attend board meetings
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