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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2025-08-08 |
| PA | RA | APPROVED | 2024-05-16 |
| CA | RA | APPROVED | 2024-05-15 |
| CO | RA | APPROVED | 2024-05-15 |
| NY | RA | APPROVED | 2024-05-15 |
| TX | RA | APPROVED_RES | 2024-05-15 |
Branch Locations
1909 26Th Street Suite 1A, Boulder, CO 80302 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Harbor Financial Group | Boulder | CO | 11/1988 | 05/2024 |
| Mai Capital Management, Llc | Boulder | CO | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-03 |
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