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1382 West Ninth Street, Suite 205, Cleveland, OH 44113 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-18 |
Branch Locations
1382 West Ninth Street, Suite 205, Cleveland, OH 44113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management Llc | Cleveland | OH | 06/2014 | 04/2022 |
| Bluestone Private Wealth, Llc | Chagrin Falls | OH | 02/2023 | Present |
| N/A | Chagrin Falls | OH | 05/2022 | 01/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-12-09 |
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