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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-09 |
Branch Locations
6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keybanc Capital Markets Inc. | Cleveland | OH | 01/2018 | 10/2019 |
| Foot & Ankle Center Of Ohio | Wooster | OH | 09/2016 | 04/2017 |
| Sherwin-Williams | Cleveland | OH | 05/2017 | 08/2017 |
| Livelsberger Financial Advisory | Ashland | OH | 09/2017 | 12/2017 |
| Ashland University | Ashland | OH | 08/2015 | 12/2017 |
| Mai Capital Management Llc | Cleveland | OH | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-10 |
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