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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-14 |
Branch Locations
820 Highway A1A N Suite E4, Ponte Vedra Beach, FL 32082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Wesley Chapel | FL | 09/2014 | 09/2022 |
| Voya Financial Partners | Tampawesley Chapel | FL | 09/2014 | 09/2022 |
| Mai Capital Management Llc | Ponte Vedra Beach | FL | 10/2022 | Present |
1.) ST. JOHNS ACADEMY; NO; 1533 WILDWOOD DR. ST. AUGUSTINE, FL; BOARD DIRECTOR FOR PRIVATE SCHOOL; BOARD OF DIRECTORS; 07/01/2018; 1HR/MO; 0HR/MO; OVERSIGHT FOR SCHOOL. 2.) SOULSKIN; NO; ALBUM RELEASE TO PUBLIC; SONGWRITER; 07/01/2018; 2HRS/MO; 0HRS/MO; RELEASING ALBUM TO THE PUBLIC, MIGHT RECEIVE DIMINIMUS ROYALTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-10-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-24 |
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