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William Robert Bruns

Mai Capital Management, LLC

Cincinnati, OH

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2019-07-09
  • OH RA
    APPROVED
    Since 2019-07-09

Branch Locations

7755 Montgomery Road Suite 510, Cincinnati, OH 45236 • 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
Fidelity Brokerage Services Llc Covington KY 03/2014 11/2017
John D. Dovich & Associates, Llc Cincinnati OH 11/2017 06/2019
Mai Capital Management, Llc Cincinnati OH 06/2019 Present
  • 03/2014 → 11/2017
    Fidelity Brokerage Services Llc
    Covington, KY
  • 11/2017 → 06/2019
    John D. Dovich & Associates, Llc
    Cincinnati, OH
  • 06/2019 → Present
    Mai Capital Management, Llc
    Cincinnati, OH
Previous Registrations
  • 2017-11-13 → 2019-07-08
    John D. Dovich & Associates, Llc
    Cincinnati, OH
  • 2015-09-18 → 2017-11-08
    Strategic Advisers Llc
    Covington, KY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-08-17
S63 Uniform Securities Agent State Law Examination 2014-12-16
  • S66 Uniform Combined State Law Examination
    2015-08-17
  • S63 Uniform Securities Agent State Law Examination
    2014-12-16
Designations
Other Names
  • Billy Robert Bruns

View on SEC IAPD

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JEFFREY JOSEPH SPITZMILLER
ANDERS KRISTIAN JUEL
CHARLES FREDERICK HAIS
CHRISTOPHER CHARLES HAIS
CHARLES MICHAEL HAIS
JEFFREY ROBERT WALKUP
MICHAEL WILLIAM POPIL
BETH OKABAYASHI HODGES

Other Offices

QUEEN CITY CAPITAL MANAGEMENT, LLC · CINCINNATI, OH
OSAIC WEALTH, INC. · CINCINNATI, OH
BAHL & GAYNOR LLC · CINCINNATI, OH
BRIXEY & MEYER CAPITAL LLC · CINCINNATI, OH
OPUS CAPITAL MANAGEMENT · CINCINNATI, OH
FORMIDABLE ASSET MANAGEMENT, LLC · CINCINNATI, OH
RC CAPITAL · CINCINNATI, OH
STIFEL, NICOLAUS & COMPANY, INCORPORATED · CINCINNATI, OH

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