Best Investors Account Sign in
Current Employers
Mai Capital Management, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

3110 Thomas #131, Dallas, TX 75204 • United States

Evoke Advisors

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-11
  • TX RA
    APPROVED
    Since 2026-06-11

Branch Locations

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

3110 Thomas #131, Dallas, TX 75204 • 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
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
  • 10/2023 → 06/2026
    Dallas, TX
  • 01/2022 → 09/2023
    Dallas Dermatology Partners
    Dallas, TX
  • 10/2021 → 01/2022
    Full Time Education
    Dallas, TX
  • 06/2021 → 10/2021
    Equinox Preston Hollow
    Dallas, TX
  • 08/2017 → 06/2021
    Full Time Education
    Dallas, TX
  • 05/2017 → 08/2017
    Unemployed
    Metairie, LA
  • 08/2014 → 05/2017
    Full Time Education
    New Orleans, LA
  • 05/2026 → Present
    Los Angeles, CA
  • 05/2026 → Present
    Cleveland, OH
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-05-09
  • S65 Uniform Investment Adviser Law Examination
    2024-05-09

View on SEC IAPD

More in Dallas, TX

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor