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Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2026-02-17
  • CA RA
    APPROVED
    Since 2026-02-17

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Evoke Advisors

2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States

Current Registrations

AuthorityCategoryStatusDate
CA RA APPROVED 2024-11-18
  • CA RA
    APPROVED
    Since 2024-11-18

Branch Locations

2121 Avenue Of The Stars, Los Angeles, CA 90067 • 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
Student Fountain Valley CA 06/2014 10/2017
Del Taco Llc Huntington Beach CA 08/2016 10/2017
Unemployed Huntington Beach CA 11/2017 09/2019
Benrich Service Company Costa Mesa CA 10/2019 12/2019
Robert Half Costa Mesa CA 05/2020 08/2020
Benrich Service Company Costa Mesa CA 09/2020 09/2020
Crewe Advisors Salt Lake City UT 01/2021 04/2021
Benrich Service Company Costa Mesa CA 04/2022 02/2023
Benrich Service Company Costa Mesa CA 04/2021 07/2021
North Island Credit Union San Diego CA 06/2023 08/2023
Brigham Young University Provo UT 01/2020 04/2024
Sepio Capital Salt Lake City UT 09/2023 12/2023
Evoke Advisors Los Angeles CA 05/2024 Present
Mai Capital Management, Llc Cleveland OH 01/2026 Present
  • 06/2014 → 10/2017
    Student
    Fountain Valley, CA
  • 08/2016 → 10/2017
    Del Taco Llc
    Huntington Beach, CA
  • 11/2017 → 09/2019
    Unemployed
    Huntington Beach, CA
  • 10/2019 → 12/2019
    Benrich Service Company
    Costa Mesa, CA
  • 05/2020 → 08/2020
    Robert Half
    Costa Mesa, CA
  • 09/2020 → 09/2020
    Benrich Service Company
    Costa Mesa, CA
  • 01/2021 → 04/2021
    Crewe Advisors
    Salt Lake City, UT
  • 04/2022 → 02/2023
    Benrich Service Company
    Costa Mesa, CA
  • 04/2021 → 07/2021
    Benrich Service Company
    Costa Mesa, CA
  • 06/2023 → 08/2023
    North Island Credit Union
    San Diego, CA
  • 01/2020 → 04/2024
    Brigham Young University
    Provo, UT
  • 09/2023 → 12/2023
    Sepio Capital
    Salt Lake City, UT
  • 05/2024 → Present
    Los Angeles, CA
  • 01/2026 → Present
    Cleveland, OH
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-11-16
  • S65 Uniform Investment Adviser Law Examination
    2024-11-16

View on SEC IAPD

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