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

Nov 1, 2013earliest 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

5

Current registrations

1

Registered states

1

Designations

Certified Financial Planner

Exams

S66

First exam

Nov 21, 2018

First registration

Dec 18, 2018

Dual registered

no

Other names

TANIA LIZETTE GONGORA|Tania Gordon|TANIA LIZETTE GORDON

IAPD individual key

6954058

• Occurred

  Dec 22, 2024
  Advisor changed firm

  Tania L Gordon left J.P. Morgan Securities Llc for Evoke Advisors (registered 2025-01-09)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:4be8e8dd-948a-89e3-8467-b07d047795db

First observed

Dec 18, 2018

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.