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Matthew James Pruitt

Mai Capital Management, LLC

Cleveland, OH

New Castle, PA

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2024-04-23
PA RA APPROVED 2024-04-23
TX RA APPROVED 2024-04-23
  • NY RA
    APPROVED
    Since 2024-04-23
  • PA RA
    APPROVED
    Since 2024-04-23
  • TX RA
    APPROVED
    Since 2024-04-23

Branch Locations

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

134 East Washington Street, New Castle, PA 16101 • 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
OrganizationCityStateFromTo
Merrill Lynch, Pierce, Fenner & Smith Incorporated Greensburg PA 05/2017 12/2019
Pnc Bank Pittsburgh PA 01/2010 04/2017
Bank Of America, Na Greensburg PA 07/2017 12/2019
Citizens Securities, Inc. Oakmont PA 12/2019 08/2020
Wcg Wealth Advisors, Llc New Castle PA 10/2020 04/2024
Treloar & Heisel, Llc New Castle PA 08/2020 04/2024
Mai Capital Management, Llc New Castle PA 04/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-08-26
  • S66 Uniform Combined State Law Examination
    2017-08-26
Designations
Other Names
  • Matt Pruitt

View on SEC IAPD

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