This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Current firm

MAI CAPITAL MANAGEMENT, LLC

Current firm class

independent wealth managerderived

Book size

not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none

Industry start

Feb 1, 1989earliest registration or exam on IAPD

Years in industry

37derivedfrom the industry start date

Years at current firm

2derivedfrom the current registration's begin date

Prior firms

2

Current registrations

1

Registered states

4

Exams

S65|S63

First exam

Sep 4, 1997

First registration

Sep 14, 2010

Dual registered

no

IAPD individual key

2901749

• Occurred

  Apr 16, 2024
  Advisor changed firm

  John Andrew Mitsos left The Wealth Consulting Group for Mai Capital Management, Llc (registered 2024-07-11)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:24e34c33-0bbe-34fe-f2ee-1a8525e17acf

First observed

Sep 14, 2010

Last observed

Sep 14, 2026 6 days ago

Source families

Federal regulator filings

1 registered feed stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.

Resolution

Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.