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6050 Oak Tree Blvd Suite 500, Cleveland, OH 44131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
Branch Locations
2121 Avenue Of The Stars, Los Angeles, CA 90067 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-11 |
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 |
|---|---|---|---|---|
| Service Academy Capital Management Llc | Dallas | TX | 10/2023 | 06/2026 |
| Dallas Dermatology Partners | Dallas | TX | 01/2022 | 09/2023 |
| Full Time Education | Dallas | TX | 10/2021 | 01/2022 |
| Equinox Preston Hollow | Dallas | TX | 06/2021 | 10/2021 |
| Full Time Education | Dallas | TX | 08/2017 | 06/2021 |
| Unemployed | Metairie | LA | 05/2017 | 08/2017 |
| Full Time Education | New Orleans | LA | 08/2014 | 05/2017 |
| Evoke Advisors | Los Angeles | CA | 05/2026 | Present |
| Mai Capital Management, Llc | Cleveland | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-09 |
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