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, 2009earliest registration or exam on IAPD

Years in industry

16derivedfrom the industry start date

Years at current firm

1derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Apr 28, 2011

First registration

May 3, 2011

Dual registered

no

Other names

JACOB M GEGLEIN|Jake Geglein

IAPD individual key

5494455

• Occurred

  Apr 25, 2025
  Advisor changed firm

  Jacob Michael Geglein left Constellation Wealth Advisors for Mai Capital Management, Llc (registered 2025-05-14)

  Form ADVobserved 5 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:552c29a7-60aa-cf29-be86-0291d771b42e

First observed

May 3, 2011

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.