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RIA / WealthAdvisor12 years in industry

ANGELA MARIE JAMAR

Advisor at MAI CAPITAL MANAGEMENT, LLC

Santa Rosa, CA

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Search this name across graphsid dfx:ria:2606c160-a00f-b895-e4f8-c06f7f3d08f2

Data as of Sep 14, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:18 AM UTC and rebuilt at most every 15 minutes.

Relationships: 7
Dated events: 4
On other graphs: 0
Observed: Jan 22, 2015 to Sep 14, 2026

Across DFX

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.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

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: Aug 6, 2014earliest registration or exam on IAPD
Years in industry: 12derivedfrom the industry start date
Years at current firm: 0derivedfrom the current registration's begin date
Prior firms: 6
Current registrations: 1
Registered states: 1
Exams: S66
First exam: Aug 6, 2014
First registration: Jan 22, 2015
Dual registered: no
Other names: ANGELA MARIE ERKEN
IAPD individual key: 2778486

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
MAI CAPITAL MANAGEMENT, LLC	Independent wealth	Apr 9, 2026	n/a	yes	Santa Rosa, CA	Current employment
OSAIC WEALTH, INC.	Bd affiliated wealth	Jan 19, 2024	Mar 27, 2026	no	NOVATO, CA	Previous registration
WOODBURY FINANCIAL SERVICES, INC.	Former SEC adviser	Sep 19, 2022	Jan 19, 2024	no	NOVATO, CA	Previous registration
ATLAS PRIVATE WEALTH ADVISORS	Independent wealth	Jan 3, 2022	Aug 29, 2022	no	SANTA ROSA, CA\|RED BANK, NJ	Previous registration
J L SCHNEIDER & ASSOCIATES	n/a	Jan 29, 2016	Jul 1, 2022	no	SANTA ROSA, CA	Previous registration
LPL FINANCIAL LLC	Bd affiliated wealth	Jun 29, 2015	Apr 1, 2022	no	SANTA ROSA, CA	Previous registration
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	Former SEC adviser	Jan 22, 2015	May 15, 2015	no	PETALUMA, CA	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
OSAIC WEALTH, INC.	MAI CAPITAL MANAGEMENT, LLC	Mar 27, 2026	Apr 9, 2026	13	Firm change	Ibd to RIA
WOODBURY FINANCIAL SERVICES, INC.	OSAIC WEALTH, INC.	Jan 19, 2024	Jan 19, 2024	0	Bulk transfer	Ibd to ibd
ATLAS PRIVATE WEALTH ADVISORS	WOODBURY FINANCIAL SERVICES, INC.	Aug 29, 2022	Sep 19, 2022	21	Firm change	RIA to ibd
J L SCHNEIDER & ASSOCIATES	ATLAS PRIVATE WEALTH ADVISORS	Jul 1, 2022	Jan 3, 2022	-179	Firm change after gap	Other
LPL FINANCIAL LLC	J L SCHNEIDER & ASSOCIATES	Apr 1, 2022	Jan 29, 2016	-2,254	Firm change after gap	Other
ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLC	LPL FINANCIAL LLC	May 15, 2015	Jun 29, 2015	45	Firm change	Other

Relationships

Registered with (7)

→ MAI CAPITAL MANAGEMENT, LLCRegistered adviserregistration: current employment
Apr 9, 2026 to presentfactForm ADV
→ OSAIC WEALTH, INC.Registered adviserregistration: previous registration
Jan 19, 2024 to Mar 27, 2026factForm ADV
→ WOODBURY FINANCIAL SERVICES, INC.Registered adviserregistration: previous registration
Sep 19, 2022 to Jan 19, 2024factForm ADV
→ ATLAS PRIVATE WEALTH ADVISORSRegistered adviserregistration: previous registration
Jan 3, 2022 to Aug 29, 2022factForm ADV
→ J L SCHNEIDER & ASSOCIATESRegistered adviserregistration: previous registration
Jan 29, 2016 to Jul 1, 2022factForm ADV
→ LPL FINANCIAL LLCRegistered adviserregistration: previous registration
Jun 29, 2015 to Apr 1, 2022factForm ADV
→ ONPOINTE ADVISORY AND FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Jan 22, 2015 to May 15, 2015factForm ADV

Dated events

Occurred
Mar 27, 2026
Advisor changed firm
Angela Marie Jamar left Osaic Wealth, Inc. for Mai Capital Management, Llc (registered 2026-04-09)
Form ADVobserved 4 days ago
Occurred
Aug 29, 2022
Advisor changed firm
Angela Marie Jamar left Atlas Private Wealth Advisors for Woodbury Financial Services, Inc. (registered 2022-09-19)
Form ADVobserved 4 days ago
Occurred
Jul 1, 2022
Advisor changed firm
Angela Marie Jamar left J L Schneider & Associates for Atlas Private Wealth Advisors (registered 2022-01-03)
Form ADVobserved 4 days ago
Occurred
Apr 1, 2022
Advisor changed firm
Angela Marie Jamar left Lpl Financial Llc for J L Schneider & Associates (registered 2016-01-29)
Form ADVobserved 4 days ago