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Grant Osborne

Mai Capital Management, LLC

Cleveland, OH

Scottsdale, AZ

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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
AZ RA APPROVED 2024-09-20
HI RA APPROVED 2024-09-20
NV RA APPROVED 2024-09-20
CA RA APPROVED 2024-07-11
  • AZ RA
    APPROVED
    Since 2024-09-20
  • HI RA
    APPROVED
    Since 2024-09-20
  • NV RA
    APPROVED
    Since 2024-09-20
  • CA RA
    APPROVED
    Since 2024-07-11

Branch Locations

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

Scottsdale, AZ • 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
University Of Mississippi Oxford MS 08/2014 12/2017
Axa Advisors, Llc New York NY 03/2018 02/2019
Treloar & Heisel, Llc New Castle PA 04/2019 Present
Unemployed Franklin TN 02/2019 04/2019
Wcg Wealth Advisors, Llc New Castle CA 01/2021 06/2024
Mai Capital Management, Llc Cleveland OH 06/2024 Present
  • 08/2014 → 12/2017
    University Of Mississippi
    Oxford, MS
  • 03/2018 → 02/2019
    Axa Advisors, Llc
    New York, NY
  • 04/2019 → Present
    Treloar & Heisel, Llc
    New Castle, PA
  • 02/2019 → 04/2019
    Unemployed
    Franklin, TN
  • 01/2021 → 06/2024
    Wcg Wealth Advisors, Llc
    New Castle, CA
  • 06/2024 → Present
    Mai Capital Management, Llc
    Cleveland, OH
Previous Registrations
Other Businesses

TRELOAR & HEISEL, LLC: FIXED INSURANCE SALES/SALE OF NON-VARIABLE INSRUANCE; ACCIDENT AND HEALTH INSURANCE FOR VARIOUS CARRIERS.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2020-11-19
S63 Uniform Securities Agent State Law Examination 2018-05-08
  • S65 Uniform Investment Adviser Law Examination
    2020-11-19
  • S63 Uniform Securities Agent State Law Examination
    2018-05-08
Other Names
  • Grant Osborne
  • Grant Donald Osborne

View on SEC IAPD

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PRASAD WEALTH PARTNERS

Other Investors

LAURA ANN COLLINS
ANDREW JOSEPH GIVENS
WILLIAM STONE HENRY
JOSEPH QUERY
Alec Acampora
William Eugene Tomlinson
Ashley Celeste Kabalan
MITCHELL ALBAN KOTHEIMER

Other Offices

FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH
INDEPENDENCE WEALTH ADVISORS, LLC · INDEPENDENCE, OH
VOYA FINANCIAL ADVISORS, INC. · INDEPENDENCE, OH
EAGLE STRATEGIES LLC · Independence, OH
W&S BROKERAGE SERVICES, INC. · INDEPENDENCE, OH
M HOLDINGS SECURITIES, INC. · Cleveland, OH
AMERIPRISE FINANCIAL SERVICES, LLC · Independence, OH
FIRST FIDUCIARY INVESTMENT COUNSEL INC · CLEVELAND, OH

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