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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-03-26 |
Branch Locations
6101 Carnegie Blvd. Suite 360, Charlotte, NC 28209 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management Llc | Cleveland | OH | 02/2026 | Present |
| Carousel Capital | Charlotte | NC | 11/2024 | 01/2026 |
| Blackarch Partners | Charlotte | NC | 08/2022 | 11/2024 |
| Wells Fargo Bank Na | Charlotte | NC | 06/2017 | 08/2022 |
| Unemployed - In College | Chapel Hill | NC | 01/2016 | 06/2017 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-26 |
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