Best Investors Account Sign in
Inactive

Jennifer Mary Davis

Mai Capital Management, LLC

Ashburn, VA

Claim This Profile
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2024-10-17
VA RA APPROVED 2024-10-17
  • MD RA
    APPROVED
    Since 2024-10-17
  • VA RA
    APPROVED
    Since 2024-10-17

Branch Locations

20365 Exchange Street Suite 200, Ashburn, VA 20147 • 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
Halpern Financial, Inc. Ashburn VA 08/2015 10/2024
Mai Capital Management, Llc Ashburn VA 10/2024 Present
Previous Registrations
  • 2015-11-17 → 2024-10-08
    Halpern Financial, Inc.
    Ashburn, VA
    Rockville, MD
    Rockville, MD
    Olney, MD
  • 2014-08-15 → 2015-07-01
    Connemara Family Office Management, Llc
    Rockville, MD
  • 2014-08-11 → 2015-07-01
    Connemara Fee Only Planning, Llc
    Rockville, MD
Designations

View on SEC IAPD

Other Firms

STRATEGIC ADVISERS LLC
HOULIHAN FINANCIAL RESOURCE GROUP, LTD.
LPL FINANCIAL LLC
ARBOR PRIVATE WEALTH, LLC
DIFFERENT INVESTMENTS, LLC
COMMONWEALTH FINANCIAL NETWORK
THRIVENT INVESTMENT MANAGEMENT INC.
IP FINANCIAL ADVISORY SERVICES LLC

Other Investors

CHRISTOPHER J THOMPSON
WILLIAM FROGALE
JOSEPH ALTSCHULER
DIEGO FIGUEROA
ALEXANDER MARTIN NEISHELL
ESTERLYN FERNANDEZ
ANNE K. BYERLY
ROBERT PATRICK TIGANI

Other Offices

STRATEGIC ADVISERS LLC · ASHBURN, VA
HOULIHAN FINANCIAL RESOURCE GROUP, LTD. · ASHBURN, VA
LPL FINANCIAL LLC · ASHBURN, VA
ARBOR PRIVATE WEALTH, LLC · ASHBURN, VA
DIFFERENT INVESTMENTS, LLC · ASHBURN, VA
COMMONWEALTH FINANCIAL NETWORK · ASHBURN, VA
THRIVENT INVESTMENT MANAGEMENT INC. · Ashburn, VA
IP FINANCIAL ADVISORY SERVICES LLC · Ashburn, VA

More in Ashburn, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor