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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-17 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-11-28 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Investment Management, Inc. | New York | NY | 08/2017 | 05/2019 |
| Southern Methodist University | Dallas | TX | 05/2013 | 05/2017 |
| Evoke Wealth Llc | Los Angeles | CA | 05/2019 | 06/2019 |
| Skybridge Capital Ii, Llc | New York | NY | 08/2019 | 07/2022 |
| Hastings Capital Group, Llc | New York | NY | 08/2019 | 07/2022 |
| Inbalance Advisors, Llc | Los Angeles | CA | 12/2022 | 08/2023 |
| Unemployed | New York | NY | 07/2022 | 11/2022 |
| Evoke Advisors | Los Angeles | CA | 08/2023 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 2019-12-21 |
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