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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-15 |
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 |
|---|---|---|---|---|
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
| Davenport Wealth Management | Cleveland | OH | 05/2020 | 03/2022 |
| Davenport Wealth Management | Cleveland | OH | 05/2019 | 05/2020 |
| The University Of Akron | Akron | OH | 08/2016 | 05/2020 |
| Master Pizza | Medina | OH | 07/2014 | 05/2018 |
| Northwestern Mutual | North Canton | OH | 05/2018 | 09/2018 |
| Davenport Wealth Management | Cleveland | OH | 03/2022 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 03/2022 | 04/2025 |
| Commonwealth Financial Network | Waltham | MA | 04/2025 | 11/2025 |
| Davenport Wealth Management | Cleaveland | OH | 04/2025 | 11/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-07 |
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