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

Jan 1, 2013earliest registration or exam on IAPD

Years in industry

13derivedfrom the industry start date

Years at current firm

0derivedfrom the current registration's begin date

Prior firms

3

Current registrations

1

Registered states

1

Exams

S66

First exam

Aug 30, 2019

First registration

Sep 6, 2019

Dual registered

no

Other names

JOSE PABLO BUERBA SILLER|Jose-Pablo Buerba

IAPD individual key

7078407

• Occurred

  Oct 22, 2025
  Advisor changed firm

  Jose-Pablo Buerba left Beverly Hills Private Wealth, Llc for Evoke Advisors (registered 2026-07-22)

  Form ADVobserved 6 days ago
• Occurred

  Oct 10, 2022
  Advisor changed firm

  Jose-Pablo Buerba left Merrill Lynch, Pierce, Fenner & Smith Incorporated for Beverly Hills Private Wealth, Llc (registered 2023-03-27)

  Form ADVobserved 6 days ago

Graph

RIA / Wealth Management

Canonical id

dfx:ria:84854983-a8a0-c6ab-70c5-ac5a1b82ef58

First observed

Sep 6, 2019

Last observed

Sep 14, 2026 7 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.