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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | 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 |
|---|---|---|---|
| CA | RA | APPROVED | 2024-11-18 |
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 |
|---|---|---|---|---|
| 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 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-16 |
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