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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-11-12 |
| TX | RA | APPROVED | 2025-11-12 |
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 |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-01 |
| CA | RA | APPROVED | 2023-07-14 |
| CT | RA | APPROVED | 2023-07-14 |
| NY | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
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 |
|---|---|---|---|---|
| Advanced Research Investment Solutions, Llc | Beverly Hills | CA | 11/2014 | 07/2024 |
| Inbalance Advisors, Llc | Los Angeles | CA | 04/2022 | 08/2023 |
| Evoke Advisors | Los Angeles | CA | 05/2020 | Present |
| Evoke Advisors | Los Angeles | CA | 07/2023 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 11/2025 | Present |
1) Bridgewater Associates, Investment related; 1 Glendinning Pl., Westport, CT. 06880; asset management and research firm; Client Advisory board member; Start: 3/1/2021; Approximately 2 hours/month; Approximate 2 hours per month during trading hours; duties: Council Member.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-09-01 |
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