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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2026-08-01 |
Branch Locations
1001 Old Cassatt Road Suite 208, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Conshohocken | PA | 09/2021 | 11/2025 |
| High Availability Inc., A Cdi Company | Audobon | PA | 02/2020 | 10/2021 |
| Randstad Usa | Malvern | PA | 11/2018 | 01/2020 |
| Villanova University Office Of Fraternity And Sorority Life | Villanova | PA | 01/2015 | 05/2018 |
| Reachmd | Fort Washington | PA | 09/2017 | 01/2018 |
| Select Greater Philadelphia | Philadelphia | PA | 05/2017 | 08/2017 |
| Villanova University | Villanova | PA | 08/2014 | 05/2018 |
| Unemployed | West Chester | PA | 05/2018 | 11/2018 |
| Mai Capital Management Llc | Cleveland | OH | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-01 |
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