Inactive

Amanda Walker

Mai Capital Management, LLC

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Current Employers

Mai Capital Management, Llc

6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States

Current Registrations

Authority	Category	Status	Date
CA	RA	APPROVED	2025-08-22

CA RA
APPROVED

Since 2025-08-22

Branch Locations

251 Lafayette Circle Suite 250, Lafayette, CA 94549 • 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

Organization	City	State	From	To
Mai Capital Management Llc	Lafayette	CA	01/2025	Present
Concentric Wealth Management	Lafayette	CA	07/2018	12/2024
Stable Waters Financial, Llc	Athens	GA	02/2017	06/2018
Dawg Fanz	Athens	GA	07/2014	02/2017
University Of Georgia	Athens	GA	08/2015	05/2018

01/2025 → Present

Mai Capital Management Llc

Lafayette, CA
07/2018 → 12/2024

Concentric Wealth Management

Lafayette, CA
02/2017 → 06/2018

Stable Waters Financial, Llc

Athens, GA
07/2014 → 02/2017

Dawg Fanz

Athens, GA
08/2015 → 05/2018

University Of Georgia

Athens, GA

Designations

View on SEC IAPD

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