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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-08-18 |
Branch Locations
6050 Oak Tree Blvd. Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 08/2026 | Present |
| Pnc Financial Services Group | Cleveland | OH | 05/2021 | 07/2026 |
| The Ohio State University | Columbus | OH | 08/2017 | 05/2021 |
| Sweetbriar Golf Club | Avon Lake | OH | 05/2017 | 08/2017 |
| Avon Lake High School | Avon Lake | OH | 08/2013 | 05/2017 |
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