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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-07-10 |
| CT | RA | APPROVED | 2023-07-10 |
| NY | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED_RES | 2023-07-10 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Advanced Research Investment Solutions, Llc | Beverly Hills | CA | 11/2014 | 07/2024 |
| Evoke Advisors | Los Angeles | CA | 06/2023 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
Wealthsimple Financial Corporation; Investment Related; 241 Spadina Avenue, 3rg Fl., Toronto, ON , Canada, M5TE2; Wealthsimple is a Canadian online investment management services firm focused on millennials; Advisor; Since 10/1/2018; roughly 4 hours per year spent on this business; Participates as a member of Wealthsimple's Product Advisory Committee.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-10-02 |
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