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William Taggart Haag

Maximai Investment Partners, LLC

Coral Gables, FL

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Current Employers
Maximai Investment Partners, Llc

500 S. Dixie Hwy Suite 301, Coral Gables, FL 33146 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-05-28
  • FL RA
    APPROVED
    Since 2025-05-28

Branch Locations

500 S. Dixie Hwy Suite 301, Coral Gables, FL 33146 • 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
Maximai Investment Partners Llc Coral Gables FL 12/2021 Present
Pnc Bank Baltimore MD 08/2020 12/2021
Pnc Bank Cleveland OH 09/2019 08/2020
Pnc Bank Cleveland OH 09/2018 09/2019
Pnc Bank Cleveland OH 08/2017 09/2018
Wake Forest University Winston-Salem NC 08/2016 08/2017
Wake Forest University Winston-Salem NC 08/2013 05/2017
  • 12/2021 → Present
    Maximai Investment Partners Llc
    Coral Gables, FL
  • 08/2020 → 12/2021
    Pnc Bank
    Baltimore, MD
  • 09/2019 → 08/2020
    Pnc Bank
    Cleveland, OH
  • 09/2018 → 09/2019
    Pnc Bank
    Cleveland, OH
  • 08/2017 → 09/2018
    Pnc Bank
    Cleveland, OH
  • 08/2016 → 08/2017
    Wake Forest University
    Winston-Salem, NC
  • 08/2013 → 05/2017
    Wake Forest University
    Winston-Salem, NC
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-05-14
  • S65 Uniform Investment Adviser Law Examination
    2022-05-14
Other Names
  • Tag Haag

View on SEC IAPD

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Other Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL
ACCUMULATOR OPERATIONS LLC · CORAL GABLES, FL
021 INVESTMENTS LLC · MIAMI, FL
VIM WEALTH MANAGEMENT, LLC · CORAL GABLES, FL
CETERA INVESTMENT ADVISERS LLC · Coral Gables, FL
VIM WEALTH MANAGEMENT, LLC · Coral Gables, FL

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